HEOYX
Price
$18.44
Change
+$0.04 (+0.22%)
Updated
Aug 15 closing price
Net Assets
123.91M
RWIBX
Price
$71.57
Change
+$0.05 (+0.07%)
Updated
Aug 15 closing price
Net Assets
137.49B
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HEOYX vs RWIBX

Header iconHEOYX vs RWIBX Comparison
Open Charts HEOYX vs RWIBXBanner chart's image
Hartford Climate Opportunities Y
Price$18.44
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets123.91M
American Funds Capital World Gr&Inc R2
Price$71.57
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
HEOYX vs RWIBX Comparison Chart in %
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HEOYX vs. RWIBX commentary
Aug 17, 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.

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FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 137B vs. HEOYX (124M). RWIBX pays higher dividends than HEOYX: RWIBX (0.82) vs HEOYX (0.63). 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 : 13.03 vs. RWIBX (10.52). HEOYX return over 5 years is better than : 46.99 vs. RWIBX (43.49).
HEOYXRWIBXHEOYX / RWIBX
Total Expense Ratio0.791.5152%
Annual Report Gross Expense Ratio0.901.5160%
Fund Existence9 years23 years-
Gain YTD15.25014.943102%
Front LoadN/AN/A-
Min. Initial Investment250000250100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets124M137B0%
Annual Yield % from dividends0.630.8276%
Returns for 1 year13.0310.52124%
Returns for 3 years25.9338.4667%
Returns for 5 years46.9943.49108%
Returns for 10 yearsN/A59.55-
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