Interact to see
Advertisement
Advertisement
HEOYX vs RWIBX
HEOYX vs RWIBX Comparison
Open Charts HEOYX vs RWIBX
Hartford Climate Opportunities Y
Price$18.80
Change-$0.05 (-0.27%)
VolumeN/A
Net Assets123.12M
American Funds Capital World Gr&Inc R2
Price$74.19
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
HEOYX vs RWIBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HEOYX vs. RWIBX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 141B vs. HEOYX (123M). RWIBX pays higher dividends than HEOYX: RWIBX (0.76) vs HEOYX (0.61). 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 : 9.87 vs. HEOYX (8.13). RWIBX return over 5 years is better than : 46.31 vs. HEOYX (39.93).
| 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 | 17.500 | 19.247 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123M | 141B | 0% |
| Annual Yield % from dividends | 0.61 | 0.76 | 81% |
| Returns for 1 year | 8.13 | 9.87 | 82% |
| Returns for 3 years | 48.55 | 63.42 | 77% |
| Returns for 5 years | 39.93 | 46.31 | 86% |
| Returns for 10 years | N/A | 71.70 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement