HEOYX
Price
$17.88
Change
+$0.02 (+0.11%)
Updated
Jul 16 closing price
Net Assets
121.52M
RWIBX
Price
$70.22
Change
+$0.20 (+0.29%)
Updated
Jul 16 closing price
Net Assets
135.04B
Interact to see
Advertisement

HEOYX vs RWIBX

Header iconHEOYX vs RWIBX Comparison
Open Charts HEOYX vs RWIBXBanner chart's image
Hartford Climate Opportunities Y
Price$17.88
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets121.52M
American Funds Capital World Gr&Inc R2
Price$70.22
Change+$0.20 (+0.29%)
VolumeN/A
Net Assets135.04B
HEOYX vs RWIBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
HEOYX vs. RWIBX commentary
Jul 17, 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 HEOYX is a Buy and RWIBX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 135B vs. HEOYX (122M). RWIBX pays higher dividends than HEOYX: RWIBX (0.82) vs HEOYX (0.64). HEOYX was incepted earlier than RWIBX: HEOYX (9 years) vs RWIBX (23 years). RWIBX (1.51) is less costly to investors than HEOYX (0.90). HEOYX is a more actively managed with annual turnover of: 108.00 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than HEOYX: RWIBX (250) vs HEOYX (250000). RWIBX annual gain was more profitable for investors over the last year : 6.00 vs. HEOYX (4.57). HEOYX return over 5 years is better than : 51.85 vs. RWIBX (44.50).
HEOYXRWIBXHEOYX / RWIBX
Total Expense Ratio0.791.5152%
Annual Report Gross Expense Ratio0.901.5160%
Fund Existence9 years23 years-
Gain YTD11.62512.77591%
Front LoadN/AN/A-
Min. Initial Investment250000250100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets122M135B0%
Annual Yield % from dividends0.640.8278%
Returns for 1 year4.576.0076%
Returns for 3 years39.7348.9081%
Returns for 5 years51.8544.50117%
Returns for 10 yearsN/A52.98-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
UVE24.890.75
+3.11%
Universal Insurance Hldg
FLG11.160.12
+1.09%
Flagstar Financial Inc
BSY57.510.08
+0.14%
Bentley Systems
TKNO4.31-0.09
-2.05%
Alpha Teknova
BTBD1.20-0.06
-4.64%
BT Brands