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CWICX vs HEOFX
CWICX vs HEOFX Comparison
Open Charts CWICX vs HEOFX
American Funds Capital World Gr&Inc 529C
Price$75.64
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
Hartford Climate Opportunities F
Price$19.04
Change-$0.33 (-1.70%)
VolumeN/A
Net Assets120.97M
CWICX vs HEOFX Comparison Chart in %
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CWICX vs. HEOFX commentary
Nov 14, 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 CWICX is a StrongBuy and HEOFX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 144B vs. HEOFX (121M). CWICX (0.70) and HEOFX (0.67) have matching dividends . CWICX was incepted earlier than HEOFX: CWICX (24 years) vs HEOFX (9 years). CWICX (1.53) is less costly to investors than HEOFX (0.79). HEOFX is a more actively managed with annual turnover of: 75.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than HEOFX: CWICX (250) vs HEOFX (1000000). CWICX annual gain was more profitable for investors over the last year : 14.14 vs. HEOFX (12.21). CWICX return over 5 years is better than : 45.37 vs. HEOFX (37.41).
| CWICX | HEOFX | CWICX / HEOFX | |
| Total Expense Ratio | 1.53 | 0.69 | 222% |
| Annual Report Gross Expense Ratio | 1.53 | 0.79 | 194% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 22.596 | 19.642 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 121M | 119,008% |
| Annual Yield % from dividends | 0.70 | 0.67 | 104% |
| Returns for 1 year | 14.14 | 12.21 | 116% |
| Returns for 3 years | 53.48 | 35.80 | 149% |
| Returns for 5 years | 45.37 | 37.41 | 121% |
| Returns for 10 years | 94.28 | N/A | - |
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