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HEOYX vs RWIBX
HEOYX vs RWIBX Comparison
Open Charts HEOYX vs RWIBX
Hartford Climate Opportunities Y
Price$18.09
Change+$0.16 (+0.89%)
VolumeN/A
Net Assets124.15M
American Funds Capital World Gr&Inc R2
Price$70.45
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
HEOYX vs RWIBX Comparison Chart in %
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HEOYX vs. RWIBX commentary
Jul 06, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 136B vs. HEOYX (124M). RWIBX pays higher dividends than HEOYX: RWIBX (0.82) vs HEOYX (0.64). HEOYX was incepted earlier than RWIBX: HEOYX (9 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: 108.00 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 : 10.88 vs. RWIBX (8.46). HEOYX return over 5 years is better than : 64.92 vs. RWIBX (48.76).
| HEOYX | RWIBX | HEOYX / RWIBX | |
| Total Expense Ratio | 0.79 | 1.51 | 52% |
| Annual Report Gross Expense Ratio | 0.90 | 1.51 | 60% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 13.063 | 13.144 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 136B | 0% |
| Annual Yield % from dividends | 0.64 | 0.82 | 78% |
| Returns for 1 year | 10.88 | 8.46 | 129% |
| Returns for 3 years | 39.19 | 47.26 | 83% |
| Returns for 5 years | 64.92 | 48.76 | 133% |
| Returns for 10 years | N/A | 58.14 | - |
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