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HEOYX vs RWIBX
HEOYX vs RWIBX Comparison
Open Charts HEOYX vs RWIBX
Hartford Climate Opportunities Y
Price$18.94
Change-$0.07 (-0.37%)
VolumeN/A
Net Assets126.04M
American Funds Capital World Gr&Inc R2
Price$73.25
Change-$0.40 (-0.54%)
VolumeN/A
Net Assets142.37B
HEOYX vs RWIBX Comparison Chart in %
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HEOYX vs. RWIBX commentary
Feb 05, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 142B vs. HEOYX (126M). RWIBX pays higher dividends than HEOYX: RWIBX (0.82) vs HEOYX (0.55). 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). HEOYX annual gain was more profitable for investors over the last year : 16.25 vs. RWIBX (15.23). RWIBX return over 5 years is better than : 26.57 vs. HEOYX (19.05).
| 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 | 24 years | - |
| Gain YTD | 5.729 | 4.855 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 142B | 0% |
| Annual Yield % from dividends | 0.55 | 0.82 | 66% |
| Returns for 1 year | 16.25 | 15.23 | 107% |
| Returns for 3 years | 27.93 | 39.74 | 70% |
| Returns for 5 years | 19.05 | 26.57 | 72% |
| Returns for 10 years | N/A | 93.35 | - |
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