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HEOTX vs RWBEX
HEOTX vs RWBEX Comparison
Open Charts HEOTX vs RWBEX
Hartford Climate Opportunities R5
Price$17.67
Change+$0.15 (+0.86%)
VolumeN/A
Net Assets124.15M
American Funds Capital World Gr&Inc R2E
Price$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
HEOTX vs RWBEX Comparison Chart in %
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HEOTX vs. RWBEX 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 HEOTX is a Buy and RWBEX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 136B vs. HEOTX (124M). 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 : 10.87 vs. RWBEX (8.84). HEOTX return over 5 years is better than : 64.41 vs. RWBEX (50.51).
| 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 | 13.052 | 13.307 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 136B | 0% |
| Annual Yield % from dividends | 0.63 | 1.06 | 60% |
| Returns for 1 year | 10.87 | 8.84 | 123% |
| Returns for 3 years | 39.09 | 48.49 | 81% |
| Returns for 5 years | 64.41 | 50.51 | 128% |
| Returns for 10 years | N/A | 59.94 | - |
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