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HEORX vs RWIBX
HEORX vs RWIBX Comparison
Open Charts HEORX vs RWIBX
Hartford Climate Opportunities R3
Price$16.99
Change-$0.24 (-1.39%)
VolumeN/A
Net Assets120.76M
American Funds Capital World Gr&Inc R2
Price$67.65
Change-$0.73 (-1.07%)
VolumeN/A
Net Assets131.04B
HEORX vs RWIBX Comparison Chart
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HEORX vs. RWIBX commentary
Jun 16, 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.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 131B vs. HEORX (121M). RWIBX pays higher dividends than HEORX: RWIBX (0.86) 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). RWIBX annual gain was more profitable for investors over the last year : 5.45 vs. HEORX (2.56). HEORX return over 5 years is better than : 61.04 vs. RWIBX (47.82).
| HEORX | RWIBX | HEORX / RWIBX | |
| Total Expense Ratio | 1.41 | 1.51 | 93% |
| Annual Report Gross Expense Ratio | 1.51 | 1.51 | 100% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 7.396 | 8.647 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 131B | 0% |
| Annual Yield % from dividends | 0.08 | 0.86 | 9% |
| Returns for 1 year | 2.56 | 5.45 | 47% |
| Returns for 3 years | 30.77 | 41.17 | 75% |
| Returns for 5 years | 61.04 | 47.82 | 128% |
| Returns for 10 years | N/A | 47.79 | - |
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