Ad is loading...
HEOYX vs RWIBX
HEOYX vs RWIBX Comparison
Open Charts HEOYX vs RWIBX
Hartford Climate Opportunities Y
Price$16.69
Change+$0.08 (+0.48%)
VolumeN/A
Net Assets119.18M
American Funds Capital World Gr&Inc R2
Price$64.07
Change+$0.11 (+0.17%)
VolumeN/A
Net Assets124.97B
HEOYX vs RWIBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HEOYX vs. RWIBX commentary
May 12, 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: 125B vs. HEOYX (119M). RWIBX pays higher dividends than HEOYX: RWIBX (0.91) vs HEOYX (0.70). 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 : 1.36 vs. HEOYX (0.23). HEOYX return over 5 years is better than : 74.47 vs. RWIBX (47.10).
| 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 | 4.313 | 2.552 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119M | 125B | 0% |
| Annual Yield % from dividends | 0.70 | 0.91 | 77% |
| Returns for 1 year | 0.23 | 1.36 | 17% |
| Returns for 3 years | 24.14 | 28.12 | 86% |
| Returns for 5 years | 74.47 | 47.10 | 158% |
| Returns for 10 years | N/A | 37.93 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DFEM | 27.31 | 0.19 | +0.70% |
| Dimensional Emerging Markets Cr Eq 2 ETF | |||
| EINC | 94.52 | 0.11 | +0.12% |
| VanEck Energy Income ETF | |||
| PSEP | 38.73 | -0.02 | -0.06% |
| Innovator US Equity Power Buffer ETF-Sep | |||
| SROI | 29.68 | -0.06 | -0.21% |
| Calamos Antetokounmpo Global Sus Eqs ETF | |||
| VALQ | 59.15 | -0.22 | -0.37% |
| American Century® U.S. Quality Value ETF | |||