HEOSX
Price
$18.28
Change
+$0.13 (+0.72%)
Updated
Jul 25 closing price
Net Assets
125.84M
RWIBX
Price
$71.31
Change
+$0.04 (+0.06%)
Updated
Jul 25 closing price
Net Assets
137.34B
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HEOSX vs RWIBX

Header iconHEOSX vs RWIBX Comparison
Open Charts HEOSX vs RWIBXBanner chart's image
Hartford Climate Opportunities R4
Price$18.28
Change+$0.13 (+0.72%)
VolumeN/A
Net Assets125.84M
American Funds Capital World Gr&Inc R2
Price$71.31
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
HEOSX vs RWIBX Comparison Chart in %
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HEOSX vs. RWIBX commentary
Jul 28, 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.

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FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 137B vs. HEOSX (126M). 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 : 13.91 vs. RWIBX (12.86). HEOSX return over 5 years is better than : 54.35 vs. RWIBX (47.06).
HEOSXRWIBXHEOSX / RWIBX
Total Expense Ratio1.111.5174%
Annual Report Gross Expense Ratio1.211.5180%
Fund Existence9 years23 years-
Gain YTD15.69614.525108%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets126M137B0%
Annual Yield % from dividends0.350.8243%
Returns for 1 year13.9112.86108%
Returns for 3 years39.5548.0382%
Returns for 5 years54.3547.06115%
Returns for 10 yearsN/A58.36-
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