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HEOIX vs RWIBX
HEOIX vs RWIBX Comparison
Open Charts HEOIX vs RWIBX
Hartford Climate Opportunities I
Price$18.31
Change+$0.13 (+0.72%)
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
HEOIX vs RWIBX Comparison Chart in %
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HEOIX 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 HEOIX is a Buy and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 137B vs. HEOIX (126M). RWIBX pays higher dividends than HEOIX: RWIBX (0.82) vs HEOIX (0.56). HEOIX was incepted earlier than RWIBX: HEOIX (9 years) vs RWIBX (23 years). RWIBX (1.51) is less costly to investors than HEOIX (0.91). HEOIX is a more actively managed with annual turnover of: 108.00 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than HEOIX: RWIBX (250) vs HEOIX (2000). HEOIX annual gain was more profitable for investors over the last year : 14.50 vs. RWIBX (12.86). HEOIX return over 5 years is better than : 55.71 vs. RWIBX (47.06).
| HEOIX | RWIBX | HEOIX / RWIBX | |
| Total Expense Ratio | 0.89 | 1.51 | 59% |
| Annual Report Gross Expense Ratio | 0.91 | 1.51 | 60% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 16.180 | 14.525 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 137B | 0% |
| Annual Yield % from dividends | 0.56 | 0.82 | 68% |
| Returns for 1 year | 14.50 | 12.86 | 113% |
| Returns for 3 years | 40.72 | 48.03 | 85% |
| Returns for 5 years | 55.71 | 47.06 | 118% |
| Returns for 10 years | N/A | 58.36 | - |
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