HEOFX
Price
$18.83
Change
+$0.13 (+0.70%)
Updated
Jul 25 closing price
Net Assets
125.84M
RWIBX
Price
$71.31
Change
+$0.04 (+0.06%)
Updated
Jul 25 closing price
Net Assets
137.34B
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HEOFX vs RWIBX

Header iconHEOFX vs RWIBX Comparison
Open Charts HEOFX vs RWIBXBanner chart's image
Hartford Climate Opportunities F
Price$18.83
Change+$0.13 (+0.70%)
VolumeN/A
Net Assets125.84M
American Funds Capital World Gr&Inc R2
Price$71.31
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
HEOFX vs RWIBX Comparison Chart in %
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HEOFX vs. RWIBX commentary
Jul 27, 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.

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FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 137B vs. HEOFX (126M). RWIBX pays higher dividends than HEOFX: RWIBX (0.82) vs HEOFX (0.72). HEOFX was incepted earlier than RWIBX: HEOFX (8 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: 108.00 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than HEOFX: RWIBX (250) vs HEOFX (1000000). HEOFX annual gain was more profitable for investors over the last year : 14.76 vs. RWIBX (12.86). HEOFX return over 5 years is better than : 57.22 vs. RWIBX (47.06).
HEOFXRWIBXHEOFX / RWIBX
Total Expense Ratio0.691.5146%
Annual Report Gross Expense Ratio0.791.5152%
Fund Existence8 years23 years-
Gain YTD16.30614.525112%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets126M137B0%
Annual Yield % from dividends0.720.8288%
Returns for 1 year14.7612.86115%
Returns for 3 years41.5648.0387%
Returns for 5 years57.2247.06122%
Returns for 10 yearsN/A58.36-
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