HEOMX
Price
$18.62
Change
+$0.13 (+0.70%)
Updated
Jul 25 closing price
Net Assets
125.84M
RWIBX
Price
$71.31
Change
+$0.04 (+0.06%)
Updated
Jul 25 closing price
Net Assets
137.34B
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HEOMX vs RWIBX

Header iconHEOMX vs RWIBX Comparison
Open Charts HEOMX vs RWIBXBanner chart's image
Hartford Climate Opportunities A
Price$18.62
Change+$0.13 (+0.70%)
VolumeN/A
Net Assets125.84M
American Funds Capital World Gr&Inc R2
Price$71.31
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
HEOMX vs RWIBX Comparison Chart in %
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HEOMX vs. RWIBX commentary
Jul 28, 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.

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FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 137B vs. HEOMX (126M). 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 : 14.16 vs. RWIBX (12.86). HEOMX return over 5 years is better than : 53.96 vs. RWIBX (47.06).
HEOMXRWIBXHEOMX / RWIBX
Total Expense Ratio1.171.5177%
Annual Report Gross Expense Ratio1.171.5177%
Fund Existence9 years23 years-
Gain YTD16.01214.525110%
Front Load6%N/A-
Min. Initial Investment2000250800%
Min. Initial Investment IRAN/AN/A-
Net Assets126M137B0%
Annual Yield % from dividends0.280.8234%
Returns for 1 year14.1612.86110%
Returns for 3 years39.4648.0382%
Returns for 5 years53.9647.06115%
Returns for 10 yearsN/A58.36-
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