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HEOYX vs RWIBX
HEOYX vs RWIBX Comparison
Open Charts HEOYX vs RWIBX
Hartford Climate Opportunities Y
Price$17.28
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets121.33M
American Funds Capital World Gr&Inc R2
Price$67.66
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets130.88B
HEOYX vs RWIBX Comparison Chart
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HEOYX vs. RWIBX commentary
Jun 06, 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.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 131B vs. HEOYX (121M). RWIBX pays higher dividends than HEOYX: RWIBX (0.86) vs HEOYX (0.66). 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 : 5.28 vs. HEOYX (2.98). HEOYX return over 5 years is better than : 57.27 vs. RWIBX (41.61).
| HEOYX | RWIBX | HEOYX / RWIBX | |
| Total Expense Ratio | 0.79 | 1.51 | 52% |
| Annual Report Gross Expense Ratio | 0.90 | 1.51 | 60% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 7.813 | 8.298 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| 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 | 2.98 | 5.28 | 56% |
| Returns for 3 years | 19.96 | 27.20 | 73% |
| Returns for 5 years | 57.27 | 41.61 | 138% |
| Returns for 10 years | N/A | 48.13 | - |
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