HEOSX
Price
$17.78
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
Interact to see
Advertisement

HEOSX vs RWIBX

Header iconHEOSX vs RWIBX Comparison
Open Charts HEOSX vs RWIBXBanner chart's image
Hartford Climate Opportunities R4
Price$17.78
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
HEOSX vs RWIBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
HEOSX 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 HEOSX is a Buy and RWIBX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 136B vs. HEOSX (124M). RWIBX pays higher dividends than HEOSX: RWIBX (0.82) vs HEOSX (0.35). HEOSX was incepted earlier than RWIBX: HEOSX (9 years) vs RWIBX (23 years). RWIBX (1.51) is less costly to investors than HEOSX (1.21). HEOSX is a more actively managed with annual turnover of: 108.00 vs. RWIBX (27.00). HEOSX has a lower initial minimum investment than RWIBX: HEOSX (0) vs RWIBX (250). HEOSX annual gain was more profitable for investors over the last year : 10.25 vs. RWIBX (8.46). HEOSX return over 5 years is better than : 62.65 vs. RWIBX (48.76).
HEOSXRWIBXHEOSX / RWIBX
Total Expense Ratio1.111.5174%
Annual Report Gross Expense Ratio1.211.5180%
Fund Existence9 years23 years-
Gain YTD12.53213.14495%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets124M136B0%
Annual Yield % from dividends0.350.8243%
Returns for 1 year10.258.46121%
Returns for 3 years37.7047.2680%
Returns for 5 years62.6548.76129%
Returns for 10 yearsN/A58.14-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
RYKAX96.781.00
+1.04%
Rydex Banking H
SFMIX42.040.39
+0.94%
American Beacon Stephens Mid-Cap Gr R5
FZFLX6.680.05
+0.75%
Fidelity SAI Small-Mid Cap 500 Index
CSJIX68.170.12
+0.18%
Cohen & Steers Realty Shares I
TSOEX15.28-0.01
-0.07%
Nuveen International Res Eq Retire