HEOTX
Price
$17.67
Change
+$0.15 (+0.86%)
Updated
Jul 3 closing price
Net Assets
124.15M
RWBEX
Price
$71.27
Change
+$0.45 (+0.64%)
Updated
Jul 3 closing price
Net Assets
135.98B
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HEOTX vs RWBEX

Header iconHEOTX vs RWBEX Comparison
Open Charts HEOTX vs RWBEXBanner chart's image
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.

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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).
HEOTXRWBEXHEOTX / RWBEX
Total Expense Ratio0.811.2167%
Annual Report Gross Expense Ratio0.891.2174%
Fund Existence9 years11 years-
Gain YTD13.05213.30798%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets124M136B0%
Annual Yield % from dividends0.631.0660%
Returns for 1 year10.878.84123%
Returns for 3 years39.0948.4981%
Returns for 5 years64.4150.51128%
Returns for 10 yearsN/A59.94-
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