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HEOTX vs RWBEX
HEOTX vs RWBEX Comparison
Open Charts HEOTX vs RWBEX
Hartford Climate Opportunities R5
Price$17.84
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets121.7M
American Funds Capital World Gr&Inc R2E
Price$74.54
Change-$0.27 (-0.36%)
VolumeN/A
Net Assets140.8B
HEOTX vs RWBEX Comparison Chart in %
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HEOTX vs. RWBEX 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 HEOTX is a Buy and RWBEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 141B vs. HEOTX (122M). RWBEX pays higher dividends than HEOTX: RWBEX (1.04) vs HEOTX (0.62). HEOTX was incepted earlier than RWBEX: HEOTX (10 years) vs RWBEX (11 years). RWBEX (1.21) is less costly to investors than HEOTX (0.89). HEOTX is a more actively managed with annual turnover of: 75.00 vs. RWBEX (27.00). HEOTX has a lower initial minimum investment than RWBEX: HEOTX (0) vs RWBEX (250). RWBEX annual gain was more profitable for investors over the last year : 12.83 vs. HEOTX (7.57). RWBEX return over 5 years is better than : 50.22 vs. HEOTX (44.69).
| HEOTX | RWBEX | HEOTX / RWBEX | |
| Total Expense Ratio | 0.81 | 1.21 | 67% |
| Annual Report Gross Expense Ratio | 0.89 | 1.21 | 74% |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | 14.267 | 18.684 | 76% |
| 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 | 0.62 | 1.04 | 59% |
| Returns for 1 year | 7.57 | 12.83 | 59% |
| Returns for 3 years | 35.49 | 56.93 | 62% |
| Returns for 5 years | 44.69 | 50.22 | 89% |
| Returns for 10 years | N/A | 77.80 | - |
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