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HEOVX vs RWIBX
HEOVX vs RWIBX Comparison
Open Charts HEOVX vs RWIBX
Hartford Climate Opportunities R6
Price$18.28
Change-$0.05 (-0.27%)
VolumeN/A
Net Assets123.12M
American Funds Capital World Gr&Inc R2
Price$74.19
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
HEOVX vs RWIBX Comparison Chart in %
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HEOVX vs. RWIBX commentary
Oct 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 HEOVX is a Buy and RWIBX is a Hold.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 141B vs. HEOVX (123M). RWIBX pays higher dividends than HEOVX: RWIBX (0.76) vs HEOVX (0.72). HEOVX was incepted earlier than RWIBX: HEOVX (10 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: 75.00 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 : 10.01 vs. HEOVX (8.47). RWIBX return over 5 years is better than : 46.49 vs. HEOVX (40.60).
| HEOVX | RWIBX | HEOVX / RWIBX | |
| Total Expense Ratio | 0.69 | 1.51 | 46% |
| Annual Report Gross Expense Ratio | 0.80 | 1.51 | 53% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 17.878 | 19.391 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123M | 141B | 0% |
| Annual Yield % from dividends | 0.72 | 0.76 | 94% |
| Returns for 1 year | 8.47 | 10.01 | 85% |
| Returns for 3 years | 49.18 | 63.61 | 77% |
| Returns for 5 years | 40.60 | 46.49 | 87% |
| Returns for 10 years | N/A | 71.90 | - |
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