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HEORX vs RWIBX
HEORX vs RWIBX Comparison
Open Charts HEORX vs RWIBX
Hartford Climate Opportunities R3
Price$18.49
Change-$0.05 (-0.27%)
VolumeN/A
Net Assets123.12M
American Funds Capital World Gr&Inc R2
Price$74.19
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
HEORX vs RWIBX Comparison Chart in %
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HEORX vs. RWIBX commentary
Oct 18, 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 Hold.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 141B vs. HEORX (123M). RWIBX pays higher dividends than HEORX: RWIBX (0.76) vs HEORX (0.07). HEORX was incepted earlier than RWIBX: HEORX (10 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: 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 : 9.87 vs. HEORX (7.40). RWIBX return over 5 years is better than : 46.31 vs. HEORX (36.68).
| 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 | 23 years | - |
| Gain YTD | 16.877 | 19.247 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123M | 141B | 0% |
| Annual Yield % from dividends | 0.07 | 0.76 | 10% |
| Returns for 1 year | 7.40 | 9.87 | 75% |
| Returns for 3 years | 45.77 | 63.42 | 72% |
| Returns for 5 years | 36.68 | 46.31 | 79% |
| Returns for 10 years | N/A | 71.70 | - |
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