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HEOSX vs RWIBX
HEOSX vs RWIBX Comparison
Open Charts HEOSX vs RWIBX
Hartford Climate Opportunities R4
Price$17.10
Change+$0.09 (+0.53%)
VolumeN/A
Net Assets121.38M
American Funds Capital World Gr&Inc R2
Price$67.90
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets130.86B
HEOSX vs RWIBX Comparison Chart
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HEOSX vs. RWIBX commentary
Jun 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is HEOSX is a Buy and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 131B vs. HEOSX (121M). RWIBX pays higher dividends than HEOSX: RWIBX (0.86) vs HEOSX (0.37). HEOSX was incepted earlier than RWIBX: HEOSX (9 years) vs RWIBX (23 years). RWIBX (1.51) is less costly to investors than HEOSX (1.21). HEOSX is a more actively managed with annual turnover of: 108.00 vs. RWIBX (27.00). HEOSX has a lower initial minimum investment than RWIBX: HEOSX (0) vs RWIBX (250). RWIBX annual gain was more profitable for investors over the last year : 5.49 vs. HEOSX (3.43). HEOSX return over 5 years is better than : 55.75 vs. RWIBX (42.11).
| HEOSX | RWIBX | HEOSX / RWIBX | |
| Total Expense Ratio | 1.11 | 1.51 | 74% |
| Annual Report Gross Expense Ratio | 1.21 | 1.51 | 80% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 7.658 | 8.682 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 131B | 0% |
| Annual Yield % from dividends | 0.37 | 0.86 | 43% |
| Returns for 1 year | 3.43 | 5.49 | 63% |
| Returns for 3 years | 18.31 | 26.76 | 68% |
| Returns for 5 years | 55.75 | 42.11 | 132% |
| Returns for 10 years | N/A | 48.90 | - |
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