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HEOMX vs RWIBX
HEOMX vs RWIBX Comparison
Open Charts HEOMX vs RWIBX
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.
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).
| 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 | 16.012 | 14.525 | 110% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 137B | 0% |
| Annual Yield % from dividends | 0.28 | 0.82 | 34% |
| Returns for 1 year | 14.16 | 12.86 | 110% |
| Returns for 3 years | 39.46 | 48.03 | 82% |
| Returns for 5 years | 53.96 | 47.06 | 115% |
| Returns for 10 years | N/A | 58.36 | - |
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