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HEORX vs RWIBX
HEORX vs RWIBX Comparison
Open Charts HEORX vs RWIBX
Hartford Climate Opportunities R3
Price$18.04
Change+$0.12 (+0.67%)
VolumeN/A
Net Assets120.9M
American Funds Capital World Gr&Inc R2
Price$73.53
Change+$0.30 (+0.41%)
VolumeN/A
Net Assets139.59B
HEORX vs RWIBX Comparison Chart in %
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HEORX vs. RWIBX commentary
Sep 27, 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 Hold and RWIBX is a Hold.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 140B vs. HEORX (121M). RWIBX pays higher dividends than HEORX: RWIBX (0.80) vs HEORX (0.08). 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 : 8.53 vs. HEORX (4.01). RWIBX return over 5 years is better than : 50.60 vs. HEORX (45.06).
| 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 | 14.033 | 18.186 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 140B | 0% |
| Annual Yield % from dividends | 0.08 | 0.80 | 9% |
| Returns for 1 year | 4.01 | 8.53 | 47% |
| Returns for 3 years | 44.49 | 66.20 | 67% |
| Returns for 5 years | 45.06 | 50.60 | 89% |
| Returns for 10 years | N/A | 84.28 | - |
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