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HEOSX vs RWIBX
HEOSX vs RWIBX Comparison
Open Charts HEOSX vs RWIBX
Hartford Climate Opportunities R4
Price$15.24
Change+$0.12 (+0.79%)
VolumeN/A
Net Assets110.92M
American Funds Capital World Gr&Inc R2
Price$60.01
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.17B
HEOSX vs RWIBX Comparison Chart
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HEOSX vs. RWIBX commentary
Apr 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: 117B vs. HEOSX (111M). RWIBX pays higher dividends than HEOSX: RWIBX (0.92) 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 (1.23). 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 : -1.73 vs. HEOSX (-1.94). HEOSX return over 5 years is better than : 63.55 vs. RWIBX (39.93).
| HEOSX | RWIBX | HEOSX / RWIBX | |
| Total Expense Ratio | 1.11 | 1.51 | 74% |
| Annual Report Gross Expense Ratio | 1.23 | 1.51 | 81% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | -4.304 | -3.947 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111M | 117B | 0% |
| Annual Yield % from dividends | 0.39 | 0.92 | 43% |
| Returns for 1 year | -1.94 | -1.73 | 112% |
| Returns for 3 years | 2.70 | 8.99 | 30% |
| Returns for 5 years | 63.55 | 39.93 | 159% |
| Returns for 10 years | N/A | 29.16 | - |
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