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HEOYX vs RWIBX
HEOYX vs RWIBX Comparison
Open Charts HEOYX vs RWIBX
Hartford Climate Opportunities Y
Price$16.72
Change+$0.18 (+1.09%)
VolumeN/A
Net Assets126.02M
American Funds Capital World Gr&Inc R2
Price$65.25
Change+$0.54 (+0.83%)
VolumeN/A
Net Assets128.02B
HEOYX vs RWIBX Comparison Chart
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HEOYX vs. RWIBX commentary
Jan 31, 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: 128B vs. HEOYX (126M). 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). HEOYX annual gain was more profitable for investors over the last year : 12.32 vs. RWIBX (10.64). HEOYX return over 5 years is better than : 52.68 vs. RWIBX (32.84).
| 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 | 3.375 | 4.317 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 128B | 0% |
| Annual Yield % from dividends | 0.72 | 1.05 | 68% |
| Returns for 1 year | 12.32 | 10.64 | 116% |
| Returns for 3 years | 6.98 | 11.52 | 61% |
| Returns for 5 years | 52.68 | 32.84 | 160% |
| Returns for 10 years | N/A | 46.18 | - |
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