HEOYX
Price
$19.14
Change
+$0.06 (+0.31%)
Updated
Dec 3 closing price
Net Assets
122.62M
RWIBX
Price
$76.01
Change
+$0.53 (+0.70%)
Updated
Dec 3 closing price
Net Assets
142.32B
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HEOYX vs RWIBX

Header iconHEOYX vs RWIBX Comparison
Open Charts HEOYX vs RWIBXBanner chart's image
Hartford Climate Opportunities Y
Price$19.14
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets122.62M
American Funds Capital World Gr&Inc R2
Price$76.01
Change+$0.53 (+0.70%)
VolumeN/A
Net Assets142.32B
HEOYX vs RWIBX Comparison Chart in %
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HEOYX vs. RWIBX commentary
Dec 04, 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 HEOYX is a Buy and RWIBX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 142B vs. HEOYX (123M). RWIBX pays higher dividends than HEOYX: RWIBX (0.74) vs HEOYX (0.59). HEOYX was incepted earlier than RWIBX: HEOYX (10 years) vs RWIBX (24 years). RWIBX (1.51) is less costly to investors than HEOYX (0.90). HEOYX is a more actively managed with annual turnover of: 75.00 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than HEOYX: RWIBX (250) vs HEOYX (250000). RWIBX annual gain was more profitable for investors over the last year : 11.72 vs. HEOYX (8.95). RWIBX return over 5 years is better than : 37.21 vs. HEOYX (30.47).
HEOYXRWIBXHEOYX / RWIBX
Total Expense Ratio0.791.5152%
Annual Report Gross Expense Ratio0.901.5160%
Fund Existence10 years24 years-
Gain YTD18.93821.19189%
Front LoadN/AN/A-
Min. Initial Investment250000250100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets123M142B0%
Annual Yield % from dividends0.590.7480%
Returns for 1 year8.9511.7276%
Returns for 3 years31.6246.3268%
Returns for 5 years30.4737.2182%
Returns for 10 yearsN/A74.26-
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