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HEOSX vs RWIBX
HEOSX vs RWIBX Comparison
Open Charts HEOSX vs RWIBX
Hartford Climate Opportunities R4
Price$17.93
Change+$0.17 (+0.96%)
VolumeN/A
Net Assets121.2M
American Funds Capital World Gr&Inc R2
Price$71.98
Change+$0.33 (+0.46%)
VolumeN/A
Net Assets136.94B
HEOSX vs RWIBX Comparison Chart in %
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HEOSX vs. RWIBX commentary
Sep 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.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 137B vs. HEOSX (121M). RWIBX pays higher dividends than HEOSX: RWIBX (0.80) vs HEOSX (0.34). HEOSX was incepted earlier than RWIBX: HEOSX (10 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: 75.00 vs. RWIBX (27.00). HEOSX has a lower initial minimum investment than RWIBX: HEOSX (0) vs RWIBX (250). RWIBX annual gain was more profitable for investors over the last year : 12.25 vs. HEOSX (11.35). HEOSX (44.15) and RWIBX (43.09) have equivalent 5 years return.
| 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 | 23 years | - |
| Gain YTD | 13.861 | 15.601 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 137B | 0% |
| Annual Yield % from dividends | 0.34 | 0.80 | 43% |
| Returns for 1 year | 11.35 | 12.25 | 93% |
| Returns for 3 years | 34.31 | 51.07 | 67% |
| Returns for 5 years | 44.15 | 43.09 | 102% |
| Returns for 10 years | N/A | 70.56 | - |
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