HEOFX
Price
$18.31
Change
+$0.16 (+0.88%)
Updated
Jul 3 closing price
Net Assets
124.15M
RWIBX
Price
$70.45
Change
+$0.45 (+0.64%)
Updated
Jul 3 closing price
Net Assets
135.98B
Interact to see
Advertisement

HEOFX vs RWIBX

Header iconHEOFX vs RWIBX Comparison
Open Charts HEOFX vs RWIBXBanner chart's image
Hartford Climate Opportunities F
Price$18.31
Change+$0.16 (+0.88%)
VolumeN/A
Net Assets124.15M
American Funds Capital World Gr&Inc R2
Price$70.45
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
HEOFX vs RWIBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
HEOFX vs. RWIBX commentary
Jul 07, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 136B vs. HEOFX (124M). 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 : 11.05 vs. RWIBX (8.46). HEOFX return over 5 years is better than : 65.68 vs. RWIBX (48.76).
HEOFXRWIBXHEOFX / RWIBX
Total Expense Ratio0.691.5146%
Annual Report Gross Expense Ratio0.791.5152%
Fund Existence8 years23 years-
Gain YTD13.09413.144100%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets124M136B0%
Annual Yield % from dividends0.720.8288%
Returns for 1 year11.058.46131%
Returns for 3 years39.6947.2684%
Returns for 5 years65.6848.76135%
Returns for 10 yearsN/A58.14-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
MGX1.670.06
+3.73%
Metagenomi
HURN139.611.22
+0.88%
Huron Consulting Group
ONBPO24.88N/A
N/A
Old National Bancorp
MHK110.84-0.45
-0.40%
Mohawk Industries
REI0.79-0.02
-2.44%
Ring Energy