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HEOSX vs RWIBX
HEOSX vs RWIBX Comparison
Open Charts HEOSX vs RWIBX
Hartford Climate Opportunities R4
Price$17.94
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets121.7M
American Funds Capital World Gr&Inc R2
Price$73.69
Change-$0.26 (-0.35%)
VolumeN/A
Net Assets140.8B
HEOSX vs RWIBX Comparison Chart in %
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HEOSX vs. RWIBX commentary
Sep 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 141B vs. HEOSX (122M). RWIBX pays higher dividends than HEOSX: RWIBX (0.80) vs HEOSX (0.34). 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 : 12.44 vs. HEOSX (6.94). RWIBX return over 5 years is better than : 48.37 vs. HEOSX (43.12).
| 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 | 13.671 | 18.443 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 141B | 0% |
| Annual Yield % from dividends | 0.34 | 0.80 | 43% |
| Returns for 1 year | 6.94 | 12.44 | 56% |
| Returns for 3 years | 34.18 | 55.55 | 62% |
| Returns for 5 years | 43.12 | 48.37 | 89% |
| Returns for 10 years | N/A | 75.60 | - |
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