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HEOTX vs RWIBX
HEOTX vs RWIBX Comparison
Open Charts HEOTX vs RWIBX
Hartford Climate Opportunities R5
Price$16.97
Change+$0.10 (+0.59%)
VolumeN/A
Net Assets121.38M
American Funds Capital World Gr&Inc R2
Price$67.90
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets130.86B
HEOTX vs RWIBX Comparison Chart
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HEOTX vs. RWIBX commentary
Jun 07, 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: 131B vs. HEOTX (121M). RWIBX pays higher dividends than HEOTX: RWIBX (0.86) vs HEOTX (0.66). 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). RWIBX annual gain was more profitable for investors over the last year : 5.49 vs. HEOTX (3.72). HEOTX return over 5 years is better than : 57.11 vs. RWIBX (42.11).
| 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 | 7.933 | 8.682 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 131B | 0% |
| Annual Yield % from dividends | 0.66 | 0.86 | 77% |
| Returns for 1 year | 3.72 | 5.49 | 68% |
| Returns for 3 years | 19.25 | 26.76 | 72% |
| Returns for 5 years | 57.11 | 42.11 | 136% |
| Returns for 10 years | N/A | 48.90 | - |
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