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HEOYX vs RWIBX
HEOYX vs RWIBX Comparison
Open Charts HEOYX vs RWIBX
Hartford Climate Opportunities Y
Price$18.36
Change+$0.13 (+0.71%)
VolumeN/A
Net Assets120.85M
American Funds Capital World Gr&Inc R2
Price$73.90
Change+$0.36 (+0.49%)
VolumeN/A
Net Assets140.42B
HEOYX vs RWIBX Comparison Chart in %
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HEOYX vs. RWIBX commentary
Sep 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 140B vs. HEOYX (121M). RWIBX pays higher dividends than HEOYX: RWIBX (0.80) vs HEOYX (0.62). 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 : 12.34 vs. HEOYX (8.63). RWIBX return over 5 years is better than : 45.80 vs. HEOYX (42.89).
| 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 | 13.937 | 18.107 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 140B | 0% |
| Annual Yield % from dividends | 0.62 | 0.80 | 77% |
| Returns for 1 year | 8.63 | 12.34 | 70% |
| Returns for 3 years | 35.20 | 55.10 | 64% |
| Returns for 5 years | 42.89 | 45.80 | 94% |
| Returns for 10 years | N/A | 75.10 | - |
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