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HEOIX vs RWIBX
HEOIX vs RWIBX Comparison
Open Charts HEOIX vs RWIBX
Hartford Climate Opportunities I
Price$18.70
Change+$0.15 (+0.81%)
VolumeN/A
Net Assets126.32M
American Funds Capital World Gr&Inc R2
Price$73.65
Change-$1.17 (-1.56%)
VolumeN/A
Net Assets142.37B
HEOIX vs RWIBX Comparison Chart in %
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HEOIX vs. RWIBX commentary
Feb 05, 2026
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 Hold and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 142B vs. HEOIX (126M). RWIBX pays higher dividends than HEOIX: RWIBX (0.82) vs HEOIX (0.46). 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). HEOIX annual gain was more profitable for investors over the last year : 16.08 vs. RWIBX (15.23). RWIBX return over 5 years is better than : 26.57 vs. HEOIX (18.23).
| HEOIX | RWIBX | HEOIX / RWIBX | |
| Total Expense Ratio | 0.89 | 1.51 | 59% |
| Annual Report Gross Expense Ratio | 0.91 | 1.51 | 60% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 5.709 | 4.855 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 142B | 0% |
| Annual Yield % from dividends | 0.46 | 0.82 | 56% |
| Returns for 1 year | 16.08 | 15.23 | 106% |
| Returns for 3 years | 27.34 | 39.74 | 69% |
| Returns for 5 years | 18.23 | 26.57 | 69% |
| Returns for 10 years | N/A | 93.35 | - |
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