Interact to see
Advertisement
Advertisement
HEORX vs RWIBX
HEORX vs RWIBX Comparison
Open Charts HEORX vs RWIBX
Hartford Climate Opportunities R3
Price$18.80
Change+$0.05 (+0.27%)
VolumeN/A
Net Assets122.62M
American Funds Capital World Gr&Inc R2
Price$76.01
Change+$0.53 (+0.70%)
VolumeN/A
Net Assets142.32B
HEORX vs RWIBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HEORX vs. RWIBX commentary
Dec 05, 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 HEORX is a Buy and RWIBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 142B vs. HEORX (123M). RWIBX pays higher dividends than HEORX: RWIBX (0.74) vs HEORX (0.07). HEORX was incepted earlier than RWIBX: HEORX (10 years) vs RWIBX (24 years). HEORX (1.51) and RWIBX (1.51) have similar cost to investors . HEORX is a more actively managed with annual turnover of: 75.00 vs. RWIBX (27.00). HEORX has a lower initial minimum investment than RWIBX: HEORX (0) vs RWIBX (250). RWIBX annual gain was more profitable for investors over the last year : 12.11 vs. HEORX (8.95). RWIBX return over 5 years is better than : 37.28 vs. HEORX (27.04).
| HEORX | RWIBX | HEORX / RWIBX | |
| Total Expense Ratio | 1.41 | 1.51 | 93% |
| Annual Report Gross Expense Ratio | 1.51 | 1.51 | 100% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 18.837 | 22.172 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123M | 142B | 0% |
| Annual Yield % from dividends | 0.07 | 0.74 | 10% |
| Returns for 1 year | 8.95 | 12.11 | 74% |
| Returns for 3 years | 29.83 | 47.50 | 63% |
| Returns for 5 years | 27.04 | 37.28 | 73% |
| Returns for 10 years | N/A | 75.67 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers