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HEOYX vs RWIBX
HEOYX vs RWIBX Comparison
Open Charts HEOYX vs RWIBX
Hartford Climate Opportunities Y
Price$17.24
Change-$0.24 (-1.37%)
VolumeN/A
Net Assets120.76M
American Funds Capital World Gr&Inc R2
Price$67.65
Change-$0.73 (-1.07%)
VolumeN/A
Net Assets131.04B
HEOYX vs RWIBX Comparison Chart
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HEOYX vs. RWIBX commentary
Jun 16, 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: 131B vs. HEOYX (121M). RWIBX pays higher dividends than HEOYX: RWIBX (0.86) vs HEOYX (0.66). 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). RWIBX annual gain was more profitable for investors over the last year : 5.45 vs. HEOYX (3.22). HEOYX return over 5 years is better than : 64.73 vs. RWIBX (47.82).
| 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 | 7.750 | 8.647 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 131B | 0% |
| Annual Yield % from dividends | 0.66 | 0.86 | 77% |
| Returns for 1 year | 3.22 | 5.45 | 59% |
| Returns for 3 years | 33.35 | 41.17 | 81% |
| Returns for 5 years | 64.73 | 47.82 | 135% |
| Returns for 10 years | N/A | 47.79 | - |
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