HEOTX
Price
$14.38
Change
-$0.83 (-5.46%)
Updated
Apr 4 closing price
Net Assets
113.49M
RWIBX
Price
$57.04
Change
-$3.66 (-6.03%)
Updated
Apr 4 closing price
Net Assets
118.88B
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HEOTX vs RWIBX

Header iconHEOTX vs RWIBX Comparison
Open Charts HEOTX vs RWIBXBanner chart's image
Hartford Climate Opportunities R5
Price$14.38
Change-$0.83 (-5.46%)
VolumeN/A
Net Assets113.49M
American Funds Capital World Gr&Inc R2
Price$57.04
Change-$3.66 (-6.03%)
VolumeN/A
Net Assets118.88B
HEOTX vs RWIBX Comparison Chart
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HEOTX vs. RWIBX commentary
Apr 05, 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 RWIBX is a Buy.

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FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 119B vs. HEOTX (113M). RWIBX pays higher dividends than HEOTX: RWIBX (0.92) vs HEOTX (0.71). HEOTX was incepted earlier than RWIBX: HEOTX (9 years) vs RWIBX (23 years). RWIBX (1.51) is less costly to investors than HEOTX (0.92). HEOTX is a more actively managed with annual turnover of: 108.00 vs. RWIBX (27.00). HEOTX has a lower initial minimum investment than RWIBX: HEOTX (0) vs RWIBX (250). RWIBX annual gain was more profitable for investors over the last year : -0.58 vs. HEOTX (-1.12). HEOTX return over 5 years is better than : 95.68 vs. RWIBX (64.01).
HEOTXRWIBXHEOTX / RWIBX
Total Expense Ratio0.811.5154%
Annual Report Gross Expense Ratio0.921.5161%
Fund Existence9 years23 years-
Gain YTD0.6400.67994%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets113M119B0%
Annual Yield % from dividends0.710.9277%
Returns for 1 year-1.12-0.58192%
Returns for 3 years3.839.5540%
Returns for 5 years95.6864.01149%
Returns for 10 yearsN/A37.24-
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