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HEORX vs RWIBX
HEORX vs RWIBX Comparison
Open Charts HEORX vs RWIBX
Hartford Climate Opportunities R3
Price$18.75
Change+$0.20 (+1.08%)
VolumeN/A
Net Assets126.32M
American Funds Capital World Gr&Inc R2
Price$73.65
Change-$1.17 (-1.56%)
VolumeN/A
Net Assets142.37B
HEORX vs RWIBX Comparison Chart in %
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HEORX vs. RWIBX commentary
Feb 04, 2026
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 Hold and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 142B vs. HEORX (126M). RWIBX pays higher dividends than HEORX: RWIBX (0.82) vs HEORX (0.00). 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). HEORX (15.38) and RWIBX (15.23) have marching annual gain over last year. RWIBX return over 5 years is better than : 26.57 vs. HEORX (15.55).
| 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 | 5.634 | 4.855 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 142B | 0% |
| Annual Yield % from dividends | 0.00 | 0.82 | - |
| Returns for 1 year | 15.38 | 15.23 | 101% |
| Returns for 3 years | 25.37 | 39.74 | 64% |
| Returns for 5 years | 15.55 | 26.57 | 59% |
| Returns for 10 years | N/A | 93.35 | - |
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