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HEOVX vs RWIBX
HEOVX vs RWIBX Comparison
Open Charts HEOVX vs RWIBX
Hartford Climate Opportunities R6
Price$16.76
Change-$0.23 (-1.35%)
VolumeN/A
Net Assets122.47M
American Funds Capital World Gr&Inc R2
Price$67.65
Change-$0.73 (-1.07%)
VolumeN/A
Net Assets132.46B
HEOVX vs RWIBX Comparison Chart
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HEOVX vs. RWIBX commentary
Jun 14, 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 HEOVX is a Buy and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 132B vs. HEOVX (122M). RWIBX pays higher dividends than HEOVX: RWIBX (0.86) vs HEOVX (0.78). HEOVX was incepted earlier than RWIBX: HEOVX (9 years) vs RWIBX (23 years). RWIBX (1.51) is less costly to investors than HEOVX (0.80). HEOVX is a more actively managed with annual turnover of: 108.00 vs. RWIBX (27.00). HEOVX has a lower initial minimum investment than RWIBX: HEOVX (0) vs RWIBX (250). RWIBX annual gain was more profitable for investors over the last year : 5.45 vs. HEOVX (4.72). HEOVX return over 5 years is better than : 67.23 vs. RWIBX (47.82).
| HEOVX | RWIBX | HEOVX / RWIBX | |
| Total Expense Ratio | 0.69 | 1.51 | 46% |
| Annual Report Gross Expense Ratio | 0.80 | 1.51 | 53% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 9.260 | 8.647 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 132B | 0% |
| Annual Yield % from dividends | 0.78 | 0.86 | 91% |
| Returns for 1 year | 4.72 | 5.45 | 87% |
| Returns for 3 years | 35.49 | 41.17 | 86% |
| Returns for 5 years | 67.23 | 47.82 | 141% |
| Returns for 10 years | N/A | 47.79 | - |
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