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HEOIX vs RWIBX
HEOIX vs RWIBX Comparison
Open Charts HEOIX vs RWIBX
Hartford Climate Opportunities I
Price$17.80
Change+$0.15 (+0.85%)
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
HEOIX vs RWIBX Comparison Chart in %
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HEOIX 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 HEOIX is a Buy and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 136B vs. HEOIX (124M). 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 : 10.76 vs. RWIBX (8.46). HEOIX return over 5 years is better than : 63.97 vs. RWIBX (48.76).
| 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 | 12.944 | 13.144 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 136B | 0% |
| Annual Yield % from dividends | 0.56 | 0.82 | 68% |
| Returns for 1 year | 10.76 | 8.46 | 127% |
| Returns for 3 years | 38.68 | 47.26 | 82% |
| Returns for 5 years | 63.97 | 48.76 | 131% |
| Returns for 10 years | N/A | 58.14 | - |
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