HEORX
Price
$17.82
Change
+$0.15 (+0.85%)
Updated
Jul 3 closing price
Net Assets
124.15M
RWIBX
Price
$70.45
Change
+$0.45 (+0.64%)
Updated
Jul 3 closing price
Net Assets
135.98B
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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$17.82
Change+$0.15 (+0.85%)
VolumeN/A
Net Assets124.15M
American Funds Capital World Gr&Inc R2
Price$70.45
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
HEORX vs RWIBX Comparison Chart in %
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HEORX vs. RWIBX commentary
Jul 07, 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: 136B vs. HEORX (124M). 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 : 10.16 vs. RWIBX (8.46). HEORX return over 5 years is better than : 61.17 vs. RWIBX (48.76).
HEORXRWIBXHEORX / RWIBX
Total Expense Ratio1.411.5193%
Annual Report Gross Expense Ratio1.511.51100%
Fund Existence9 years23 years-
Gain YTD12.64213.14496%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets124M136B0%
Annual Yield % from dividends0.080.829%
Returns for 1 year10.168.46120%
Returns for 3 years36.5447.2677%
Returns for 5 years61.1748.76125%
Returns for 10 yearsN/A58.14-
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