Interact to see
Advertisement
Advertisement
HEOTX vs RWBEX
HEOTX vs RWBEX Comparison
Open Charts HEOTX vs RWBEX
Hartford Climate Opportunities R5
Price$18.17
Change+$0.12 (+0.66%)
VolumeN/A
Net Assets125.84M
American Funds Capital World Gr&Inc R2E
Price$72.16
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
HEOTX vs RWBEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HEOTX vs. RWBEX 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 HEOTX is a Buy and RWBEX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 137B vs. HEOTX (126M). RWBEX pays higher dividends than HEOTX: RWBEX (1.06) vs HEOTX (0.63). HEOTX was incepted earlier than RWBEX: HEOTX (9 years) vs RWBEX (11 years). RWBEX (1.21) is less costly to investors than HEOTX (0.89). HEOTX is a more actively managed with annual turnover of: 108.00 vs. RWBEX (27.00). HEOTX has a lower initial minimum investment than RWBEX: HEOTX (0) vs RWBEX (250). HEOTX annual gain was more profitable for investors over the last year : 14.51 vs. RWBEX (13.26). HEOTX return over 5 years is better than : 56.00 vs. RWBEX (48.81).
| HEOTX | RWBEX | HEOTX / RWBEX | |
| Total Expense Ratio | 0.81 | 1.21 | 67% |
| Annual Report Gross Expense Ratio | 0.89 | 1.21 | 74% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 16.251 | 14.722 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 137B | 0% |
| Annual Yield % from dividends | 0.63 | 1.06 | 60% |
| Returns for 1 year | 14.51 | 13.26 | 109% |
| Returns for 3 years | 40.97 | 49.26 | 83% |
| Returns for 5 years | 56.00 | 48.81 | 115% |
| Returns for 10 years | N/A | 60.15 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement