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HEOTX vs RWIBX
HEOTX vs RWIBX Comparison
Open Charts HEOTX vs RWIBX
Hartford Climate Opportunities R5
Price$17.67
Change+$0.15 (+0.86%)
VolumeN/A
Net Assets123.17M
American Funds Capital World Gr&Inc R2
Price$70.45
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.13B
HEOTX vs RWIBX Comparison Chart in %
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HEOTX vs. RWIBX commentary
Jul 04, 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.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 135B vs. HEOTX (123M). RWIBX pays higher dividends than HEOTX: RWIBX (0.82) vs HEOTX (0.63). HEOTX was incepted earlier than RWIBX: HEOTX (9 years) vs RWIBX (23 years). RWIBX (1.51) is less costly to investors than HEOTX (0.89). 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). HEOTX annual gain was more profitable for investors over the last year : 9.93 vs. RWIBX (8.46). HEOTX return over 5 years is better than : 63.02 vs. RWIBX (48.76).
| HEOTX | RWIBX | HEOTX / RWIBX | |
| Total Expense Ratio | 0.81 | 1.51 | 54% |
| Annual Report Gross Expense Ratio | 0.89 | 1.51 | 59% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 12.092 | 13.144 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123M | 135B | 0% |
| Annual Yield % from dividends | 0.63 | 0.82 | 78% |
| Returns for 1 year | 9.93 | 8.46 | 117% |
| Returns for 3 years | 37.91 | 47.26 | 80% |
| Returns for 5 years | 63.02 | 48.76 | 129% |
| Returns for 10 years | N/A | 58.14 | - |
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