Interact to see
Advertisement
Advertisement
HEOVX vs RWIBX
HEOVX vs RWIBX Comparison
Open Charts HEOVX vs RWIBX
Hartford Climate Opportunities R6
Price$17.59
Change+$0.16 (+0.92%)
VolumeN/A
Net Assets124.15M
American Funds Capital World Gr&Inc R2
Price$70.45
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
HEOVX vs RWIBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HEOVX vs. RWIBX commentary
Jul 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 HEOVX is a Buy and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 136B vs. HEOVX (124M). RWIBX pays higher dividends than HEOVX: RWIBX (0.82) vs HEOVX (0.75). 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). HEOVX annual gain was more profitable for investors over the last year : 10.99 vs. RWIBX (8.46). HEOVX return over 5 years is better than : 65.15 vs. RWIBX (48.76).
| 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 | 13.119 | 13.144 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 136B | 0% |
| Annual Yield % from dividends | 0.75 | 0.82 | 92% |
| Returns for 1 year | 10.99 | 8.46 | 130% |
| Returns for 3 years | 39.52 | 47.26 | 84% |
| Returns for 5 years | 65.15 | 48.76 | 134% |
| Returns for 10 years | N/A | 58.14 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement