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HEOMX vs RWIBX
HEOMX vs RWIBX Comparison
Open Charts HEOMX vs RWIBX
Hartford Climate Opportunities A
Price$18.32
Change+$0.06 (+0.33%)
VolumeN/A
Net Assets121.53M
American Funds Capital World Gr&Inc R2
Price$71.98
Change+$0.33 (+0.46%)
VolumeN/A
Net Assets137.57B
HEOMX vs RWIBX Comparison Chart in %
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HEOMX vs. RWIBX commentary
Sep 08, 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 HEOMX is a Buy and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 138B vs. HEOMX (122M). RWIBX pays higher dividends than HEOMX: RWIBX (0.80) vs HEOMX (0.27). HEOMX was incepted earlier than RWIBX: HEOMX (10 years) vs RWIBX (23 years). RWIBX (1.51) is less costly to investors than HEOMX (1.17). HEOMX is a more actively managed with annual turnover of: 75.00 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than HEOMX: RWIBX (250) vs HEOMX (2000). RWIBX annual gain was more profitable for investors over the last year : 12.25 vs. HEOMX (11.57). HEOMX (43.76) and RWIBX (43.09) have equivalent 5 years return.
| HEOMX | RWIBX | HEOMX / RWIBX | |
| Total Expense Ratio | 1.17 | 1.51 | 77% |
| Annual Report Gross Expense Ratio | 1.17 | 1.51 | 77% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 14.143 | 15.601 | 91% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 138B | 0% |
| Annual Yield % from dividends | 0.27 | 0.80 | 33% |
| Returns for 1 year | 11.57 | 12.25 | 94% |
| Returns for 3 years | 34.14 | 51.07 | 67% |
| Returns for 5 years | 43.76 | 43.09 | 102% |
| Returns for 10 years | N/A | 70.56 | - |
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