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HEOYX vs RWIBX
HEOYX vs RWIBX Comparison
Open Charts HEOYX vs RWIBX
Hartford Climate Opportunities Y
Price$16.07
Change-$0.13 (-0.80%)
VolumeN/A
Net Assets121.51M
American Funds Capital World Gr&Inc R2
Price$63.78
Change-$0.59 (-0.92%)
VolumeN/A
Net Assets126.71B
HEOYX vs RWIBX Comparison Chart
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HEOYX vs. RWIBX commentary
Mar 05, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 127B vs. HEOYX (122M). RWIBX pays higher dividends than HEOYX: RWIBX (1.05) vs HEOYX (0.72). HEOYX was incepted earlier than RWIBX: HEOYX (9 years) vs RWIBX (23 years). 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 : 2.89 vs. HEOYX (2.67). HEOYX return over 5 years is better than : 53.80 vs. RWIBX (37.25).
| HEOYX | RWIBX | HEOYX / RWIBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 1.250 | 1.966 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 127B | 0% |
| Annual Yield % from dividends | 0.72 | 1.05 | 68% |
| Returns for 1 year | 2.67 | 2.89 | 93% |
| Returns for 3 years | 11.08 | 17.01 | 65% |
| Returns for 5 years | 53.80 | 37.25 | 144% |
| Returns for 10 years | N/A | 40.69 | - |