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HEOFX vs RWIBX
HEOFX vs RWIBX Comparison
Open Charts HEOFX vs RWIBX
Hartford Climate Opportunities F
Price$18.62
Change+$0.08 (+0.43%)
VolumeN/A
Net Assets121.53M
American Funds Capital World Gr&Inc R2
Price$72.30
Change+$0.32 (+0.44%)
VolumeN/A
Net Assets137.57B
HEOFX vs RWIBX Comparison Chart in %
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HEOFX vs. RWIBX commentary
Sep 09, 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 HEOFX is a Buy and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 138B vs. HEOFX (122M). RWIBX pays higher dividends than HEOFX: RWIBX (0.80) vs HEOFX (0.70). HEOFX was incepted earlier than RWIBX: HEOFX (9 years) vs RWIBX (23 years). RWIBX (1.51) is less costly to investors than HEOFX (0.79). HEOFX is a more actively managed with annual turnover of: 75.00 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than HEOFX: RWIBX (250) vs HEOFX (1000000). HEOFX (14.94) and RWIBX (14.65) have marching annual gain over last year. HEOFX (46.62) and RWIBX (44.42) have equivalent 5 years return.
| HEOFX | RWIBX | HEOFX / RWIBX | |
| Total Expense Ratio | 0.69 | 1.51 | 46% |
| Annual Report Gross Expense Ratio | 0.79 | 1.51 | 52% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 15.009 | 16.115 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 138B | 0% |
| Annual Yield % from dividends | 0.70 | 0.80 | 87% |
| Returns for 1 year | 14.94 | 14.65 | 102% |
| Returns for 3 years | 30.90 | 46.50 | 66% |
| Returns for 5 years | 46.62 | 44.42 | 105% |
| Returns for 10 years | N/A | 71.20 | - |
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