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HEOSX vs RWIBX
HEOSX vs RWIBX Comparison
Open Charts HEOSX vs RWIBX
Hartford Climate Opportunities R4
Price$18.08
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets118.23M
American Funds Capital World Gr&Inc R2
Price$73.52
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
HEOSX vs RWIBX Comparison Chart in %
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HEOSX vs. RWIBX commentary
Nov 20, 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 Hold and RWIBX is a Hold.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 139B vs. HEOSX (118M). RWIBX pays higher dividends than HEOSX: RWIBX (0.74) vs HEOSX (0.33). HEOSX was incepted earlier than RWIBX: HEOSX (10 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: 75.00 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 : 11.30 vs. HEOSX (7.99). RWIBX return over 5 years is better than : 37.68 vs. HEOSX (27.59).
| HEOSX | RWIBX | HEOSX / RWIBX | |
| Total Expense Ratio | 1.11 | 1.51 | 74% |
| Annual Report Gross Expense Ratio | 1.21 | 1.51 | 80% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 14.241 | 18.170 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118M | 139B | 0% |
| Annual Yield % from dividends | 0.33 | 0.74 | 44% |
| Returns for 1 year | 7.99 | 11.30 | 71% |
| Returns for 3 years | 29.53 | 47.55 | 62% |
| Returns for 5 years | 27.59 | 37.68 | 73% |
| Returns for 10 years | N/A | 68.68 | - |