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HEOYX vs RWIBX
HEOYX vs RWIBX Comparison
Open Charts HEOYX vs RWIBX
Hartford Climate Opportunities Y
Price$18.39
Change-$0.12 (-0.65%)
VolumeN/A
Net Assets119M
American Funds Capital World Gr&Inc R2
Price$73.46
Change-$0.66 (-0.89%)
VolumeN/A
Net Assets139.93B
HEOYX vs RWIBX Comparison Chart in %
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HEOYX vs. RWIBX commentary
Nov 20, 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 Hold and RWIBX is a Hold.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 140B vs. HEOYX (119M). RWIBX pays higher dividends than HEOYX: RWIBX (0.74) vs HEOYX (0.59). HEOYX was incepted earlier than RWIBX: HEOYX (10 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: 75.00 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 : 11.24 vs. HEOYX (8.94). RWIBX return over 5 years is better than : 37.39 vs. HEOYX (29.78).
| HEOYX | RWIBX | HEOYX / RWIBX | |
| Total Expense Ratio | 0.79 | 1.51 | 52% |
| Annual Report Gross Expense Ratio | 0.90 | 1.51 | 60% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 14.937 | 18.073 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119M | 140B | 0% |
| Annual Yield % from dividends | 0.59 | 0.74 | 80% |
| Returns for 1 year | 8.94 | 11.24 | 80% |
| Returns for 3 years | 30.99 | 47.43 | 65% |
| Returns for 5 years | 29.78 | 37.39 | 80% |
| Returns for 10 years | N/A | 68.54 | - |
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