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HEOSX vs RWIBX
HEOSX vs RWIBX Comparison
Open Charts HEOSX vs RWIBX
Hartford Climate Opportunities R4
Price$17.75
Change+$0.19 (+1.08%)
VolumeN/A
Net Assets121.51M
American Funds Capital World Gr&Inc R2
Price$70.51
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets135.41B
HEOSX vs RWIBX Comparison Chart in %
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HEOSX vs. RWIBX commentary
Jul 18, 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: 135B vs. HEOSX (122M). RWIBX pays higher dividends than HEOSX: RWIBX (0.82) vs HEOSX (0.35). 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 (6.00) and HEOSX (5.81) have marching annual gain over last year. HEOSX return over 5 years is better than : 49.89 vs. RWIBX (44.50).
| 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 | 11.139 | 12.775 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 135B | 0% |
| Annual Yield % from dividends | 0.35 | 0.82 | 43% |
| Returns for 1 year | 5.81 | 6.00 | 97% |
| Returns for 3 years | 38.10 | 48.90 | 78% |
| Returns for 5 years | 49.89 | 44.50 | 112% |
| Returns for 10 years | N/A | 52.98 | - |
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