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HEORX vs RWIBX
HEORX vs RWIBX Comparison
Open Charts HEORX vs RWIBX
Hartford Climate Opportunities R3
Price$17.98
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets122.33M
American Funds Capital World Gr&Inc R2
Price$70.71
Change+$0.07 (+0.10%)
VolumeN/A
Net Assets142.32B
HEORX vs RWIBX Comparison Chart in %
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HEORX vs. RWIBX commentary
Dec 29, 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: 142B vs. HEORX (122M). 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). HEORX (11.63) and RWIBX (11.60) have marching annual gain over last year. RWIBX return over 5 years is better than : 27.22 vs. HEORX (17.64).
| 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 | 13.654 | 13.653 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 142B | 0% |
| Annual Yield % from dividends | 0.07 | 0.74 | 10% |
| Returns for 1 year | 11.63 | 11.60 | 100% |
| Returns for 3 years | 30.89 | 42.89 | 72% |
| Returns for 5 years | 17.64 | 27.22 | 65% |
| Returns for 10 years | N/A | 68.03 | - |
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