HEOIX
Price
$18.83
Change
+$0.06 (+0.32%)
Updated
Dec 3 closing price
Net Assets
122.62M
RWIBX
Price
$76.01
Change
+$0.53 (+0.70%)
Updated
Dec 3 closing price
Net Assets
142.32B
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HEOIX vs RWIBX

Header iconHEOIX vs RWIBX Comparison
Open Charts HEOIX vs RWIBXBanner chart's image
Hartford Climate Opportunities I
Price$18.83
Change+$0.06 (+0.32%)
VolumeN/A
Net Assets122.62M
American Funds Capital World Gr&Inc R2
Price$76.01
Change+$0.53 (+0.70%)
VolumeN/A
Net Assets142.32B
HEOIX vs RWIBX Comparison Chart in %
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HEOIX vs. RWIBX commentary
Dec 05, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 142B vs. HEOIX (123M). RWIBX pays higher dividends than HEOIX: RWIBX (0.74) vs HEOIX (0.52). HEOIX was incepted earlier than RWIBX: HEOIX (10 years) vs RWIBX (24 years). RWIBX (1.51) is less costly to investors than HEOIX (0.91). HEOIX is a more actively managed with annual turnover of: 75.00 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than HEOIX: RWIBX (250) vs HEOIX (2000). RWIBX annual gain was more profitable for investors over the last year : 12.11 vs. HEOIX (9.58). RWIBX return over 5 years is better than : 37.28 vs. HEOIX (29.54).
HEOIXRWIBXHEOIX / RWIBX
Total Expense Ratio0.891.5159%
Annual Report Gross Expense Ratio0.911.5160%
Fund Existence10 years24 years-
Gain YTD19.48022.17288%
Front LoadN/AN/A-
Min. Initial Investment2000250800%
Min. Initial Investment IRAN/AN/A-
Net Assets123M142B0%
Annual Yield % from dividends0.520.7470%
Returns for 1 year9.5812.1179%
Returns for 3 years31.9447.5067%
Returns for 5 years29.5437.2879%
Returns for 10 yearsN/A75.67-
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