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HEOYX vs RWIBX
HEOYX vs RWIBX Comparison
Open Charts HEOYX vs RWIBX
Hartford Climate Opportunities Y
Price$18.23
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets122.67M
American Funds Capital World Gr&Inc R2
Price$70.70
Change+$0.35 (+0.50%)
VolumeN/A
Net Assets136.03B
HEOYX vs RWIBX Comparison Chart in %
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HEOYX vs. RWIBX commentary
Aug 10, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 136B vs. HEOYX (123M). RWIBX pays higher dividends than HEOYX: RWIBX (0.82) vs HEOYX (0.63). 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). HEOYX annual gain was more profitable for investors over the last year : 15.25 vs. RWIBX (13.43). HEOYX return over 5 years is better than : 46.90 vs. RWIBX (42.99).
| 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 | 13.937 | 13.545 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123M | 136B | 0% |
| Annual Yield % from dividends | 0.63 | 0.82 | 76% |
| Returns for 1 year | 15.25 | 13.43 | 114% |
| Returns for 3 years | 29.40 | 41.42 | 71% |
| Returns for 5 years | 46.90 | 42.99 | 109% |
| Returns for 10 years | N/A | 56.53 | - |
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