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HEOSX vs RWIBX
HEOSX vs RWIBX Comparison
Open Charts HEOSX vs RWIBX
Hartford Climate Opportunities R4
Price$17.29
Change+$0.18 (+1.05%)
VolumeN/A
Net Assets119.69M
American Funds Capital World Gr&Inc R2
Price$69.36
Change+$0.78 (+1.14%)
VolumeN/A
Net Assets132.68B
HEOSX vs RWIBX Comparison Chart in %
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HEOSX vs. RWIBX commentary
Jun 27, 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: 133B vs. HEOSX (120M). 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 : 8.23 vs. HEOSX (6.29). HEOSX return over 5 years is better than : 62.50 vs. RWIBX (51.52).
| 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 | 8.291 | 11.393 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120M | 133B | 0% |
| Annual Yield % from dividends | 0.37 | 0.86 | 43% |
| Returns for 1 year | 6.29 | 8.23 | 76% |
| Returns for 3 years | 30.23 | 42.06 | 72% |
| Returns for 5 years | 62.50 | 51.52 | 121% |
| Returns for 10 years | N/A | 54.89 | - |
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