Interact to see
Advertisement
Advertisement
HEOSX vs RWIBX
HEOSX vs RWIBX Comparison
Open Charts HEOSX vs RWIBX
Hartford Climate Opportunities R4
Price$18.69
Change+$0.18 (+0.97%)
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
HEOSX vs RWIBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HEOSX vs. RWIBX commentary
Feb 05, 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 HEOSX is a Hold and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 142B vs. HEOSX (126M). RWIBX pays higher dividends than HEOSX: RWIBX (0.82) vs HEOSX (0.25). HEOSX was incepted earlier than RWIBX: HEOSX (10 years) vs RWIBX (24 years). RWIBX (1.51) is less costly to investors than HEOSX (1.21). HEOSX is a more actively managed with annual turnover of: 75.00 vs. RWIBX (27.00). HEOSX has a lower initial minimum investment than RWIBX: HEOSX (0) vs RWIBX (250). HEOSX (15.40) and RWIBX (15.23) have marching annual gain over last year. RWIBX return over 5 years is better than : 26.57 vs. HEOSX (16.99).
| HEOSX | RWIBX | HEOSX / RWIBX | |
| Total Expense Ratio | 1.11 | 1.51 | 74% |
| Annual Report Gross Expense Ratio | 1.21 | 1.51 | 80% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 5.713 | 4.855 | 118% |
| 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 | 0.25 | 0.82 | 31% |
| Returns for 1 year | 15.40 | 15.23 | 101% |
| Returns for 3 years | 26.34 | 39.74 | 66% |
| Returns for 5 years | 16.99 | 26.57 | 64% |
| Returns for 10 years | N/A | 93.35 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement