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HEOMX vs RWIBX
HEOMX vs RWIBX Comparison
Open Charts HEOMX vs RWIBX
Hartford Climate Opportunities A
Price$18.11
Change+$0.16 (+0.89%)
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
HEOMX vs RWIBX Comparison Chart in %
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HEOMX 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 HEOMX is a Buy and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 136B vs. HEOMX (124M). RWIBX pays higher dividends than HEOMX: RWIBX (0.82) vs HEOMX (0.28). HEOMX was incepted earlier than RWIBX: HEOMX (9 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: 108.00 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than HEOMX: RWIBX (250) vs HEOMX (2000). HEOMX annual gain was more profitable for investors over the last year : 10.49 vs. RWIBX (8.46). HEOMX return over 5 years is better than : 62.28 vs. RWIBX (48.76).
| HEOMX | RWIBX | HEOMX / RWIBX | |
| Total Expense Ratio | 1.17 | 1.51 | 77% |
| Annual Report Gross Expense Ratio | 1.17 | 1.51 | 77% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 12.835 | 13.144 | 98% |
| Front Load | 6% | 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 | 0.28 | 0.82 | 34% |
| Returns for 1 year | 10.49 | 8.46 | 124% |
| Returns for 3 years | 37.57 | 47.26 | 80% |
| Returns for 5 years | 62.28 | 48.76 | 128% |
| Returns for 10 years | N/A | 58.14 | - |
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