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HEOYX vs RWIBX
HEOYX vs RWIBX Comparison
Open Charts HEOYX vs RWIBX
Hartford Climate Opportunities Y
Price$18.80
Change-$0.33 (-1.73%)
VolumeN/A
Net Assets120.97M
American Funds Capital World Gr&Inc R2
Price$74.91
Change-$1.38 (-1.81%)
VolumeN/A
Net Assets144.09B
HEOYX vs RWIBX Comparison Chart in %
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HEOYX vs. RWIBX commentary
Nov 14, 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 Hold and RWIBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 144B vs. HEOYX (121M). RWIBX pays higher dividends than HEOYX: RWIBX (0.74) vs HEOYX (0.59). HEOYX was incepted earlier than RWIBX: HEOYX (10 years) vs RWIBX (23 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 : 14.11 vs. HEOYX (12.01). RWIBX return over 5 years is better than : 43.51 vs. HEOYX (36.68).
| HEOYX | RWIBX | HEOYX / RWIBX | |
| Total Expense Ratio | 0.79 | 1.51 | 52% |
| Annual Report Gross Expense Ratio | 0.90 | 1.51 | 60% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 19.562 | 22.622 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 144B | 0% |
| Annual Yield % from dividends | 0.59 | 0.74 | 80% |
| Returns for 1 year | 12.01 | 14.11 | 85% |
| Returns for 3 years | 35.33 | 52.84 | 67% |
| Returns for 5 years | 36.68 | 43.51 | 84% |
| Returns for 10 years | N/A | 80.26 | - |
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