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HEOYX vs RWIBX
HEOYX vs RWIBX Comparison
Open Charts HEOYX vs RWIBX
Hartford Climate Opportunities Y
Price$15.45
Change+$0.12 (+0.78%)
VolumeN/A
Net Assets110.92M
American Funds Capital World Gr&Inc R2
Price$60.01
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.17B
HEOYX vs RWIBX Comparison Chart
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HEOYX vs. RWIBX commentary
Apr 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 HEOYX is a Buy and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 117B vs. HEOYX (111M). RWIBX pays higher dividends than HEOYX: RWIBX (0.92) vs HEOYX (0.71). HEOYX was incepted earlier than RWIBX: HEOYX (9 years) vs RWIBX (23 years). RWIBX (1.51) is less costly to investors than HEOYX (0.92). 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 (-1.66) and RWIBX (-1.73) have marching annual gain over last year. HEOYX return over 5 years is better than : 65.27 vs. RWIBX (39.93).
| HEOYX | RWIBX | HEOYX / RWIBX | |
| Total Expense Ratio | 0.79 | 1.51 | 52% |
| Annual Report Gross Expense Ratio | 0.92 | 1.51 | 61% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | -4.188 | -3.947 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111M | 117B | 0% |
| Annual Yield % from dividends | 0.71 | 0.92 | 78% |
| Returns for 1 year | -1.66 | -1.73 | 96% |
| Returns for 3 years | 3.52 | 8.99 | 39% |
| Returns for 5 years | 65.27 | 39.93 | 163% |
| Returns for 10 years | N/A | 29.16 | - |
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