HEORX
Price
$18.32
Change
+$0.12 (+0.66%)
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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HEORX vs RWIBX

Header iconHEORX vs RWIBX Comparison
Open Charts HEORX vs RWIBXBanner chart's image
Hartford Climate Opportunities R3
Price$18.32
Change+$0.12 (+0.66%)
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
HEORX vs RWIBX Comparison Chart in %
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HEORX 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 HEORX is a Buy and RWIBX is a Buy.

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FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 137B vs. HEORX (126M). RWIBX pays higher dividends than HEORX: RWIBX (0.82) vs HEORX (0.08). HEORX was incepted earlier than RWIBX: HEORX (9 years) vs RWIBX (23 years). HEORX (1.51) and RWIBX (1.51) have similar cost to investors . HEORX is a more actively managed with annual turnover of: 108.00 vs. RWIBX (27.00). HEORX has a lower initial minimum investment than RWIBX: HEORX (0) vs RWIBX (250). HEORX annual gain was more profitable for investors over the last year : 13.82 vs. RWIBX (12.86). HEORX return over 5 years is better than : 52.93 vs. RWIBX (47.06).
HEORXRWIBXHEORX / RWIBX
Total Expense Ratio1.411.5193%
Annual Report Gross Expense Ratio1.511.51100%
Fund Existence9 years23 years-
Gain YTD15.80314.525109%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets126M137B0%
Annual Yield % from dividends0.080.829%
Returns for 1 year13.8212.86107%
Returns for 3 years38.3748.0380%
Returns for 5 years52.9347.06112%
Returns for 10 yearsN/A58.36-
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