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HEOSX vs RWIBX
HEOSX vs RWIBX Comparison
Open Charts HEOSX vs RWIBX
Hartford Climate Opportunities R4
Price$16.45
Change+$0.07 (+0.43%)
VolumeN/A
Net Assets119.18M
American Funds Capital World Gr&Inc R2
Price$64.07
Change+$0.11 (+0.17%)
VolumeN/A
Net Assets124.97B
HEOSX vs RWIBX Comparison Chart
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HEOSX vs. RWIBX commentary
May 12, 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: 125B vs. HEOSX (119M). RWIBX pays higher dividends than HEOSX: RWIBX (0.91) vs HEOSX (0.39). 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 : 1.36 vs. HEOSX (-0.09). HEOSX return over 5 years is better than : 72.63 vs. RWIBX (47.10).
| 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 | 4.114 | 2.552 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119M | 125B | 0% |
| Annual Yield % from dividends | 0.39 | 0.91 | 43% |
| Returns for 1 year | -0.09 | 1.36 | -7% |
| Returns for 3 years | 23.08 | 28.12 | 82% |
| Returns for 5 years | 72.63 | 47.10 | 154% |
| Returns for 10 years | N/A | 37.93 | - |
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