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HEOFX vs RWIBX
HEOFX vs RWIBX Comparison
Open Charts HEOFX vs RWIBX
Hartford Climate Opportunities F
Price$17.45
Change-$0.24 (-1.36%)
VolumeN/A
Net Assets120.76M
American Funds Capital World Gr&Inc R2
Price$67.65
Change-$0.73 (-1.07%)
VolumeN/A
Net Assets131.04B
HEOFX vs RWIBX Comparison Chart
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HEOFX vs. RWIBX commentary
Jun 16, 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: 131B vs. HEOFX (121M). RWIBX pays higher dividends than HEOFX: RWIBX (0.86) vs HEOFX (0.75). 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). RWIBX annual gain was more profitable for investors over the last year : 5.45 vs. HEOFX (3.41). HEOFX return over 5 years is better than : 65.54 vs. RWIBX (47.82).
| HEOFX | RWIBX | HEOFX / RWIBX | |
| Total Expense Ratio | 0.69 | 1.51 | 46% |
| Annual Report Gross Expense Ratio | 0.79 | 1.51 | 52% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 7.783 | 8.647 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 131B | 0% |
| Annual Yield % from dividends | 0.75 | 0.86 | 87% |
| Returns for 1 year | 3.41 | 5.45 | 63% |
| Returns for 3 years | 33.82 | 41.17 | 82% |
| Returns for 5 years | 65.54 | 47.82 | 137% |
| Returns for 10 years | N/A | 47.79 | - |
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