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CWICX vs HEOFX
CWICX vs HEOFX Comparison
Open Charts CWICX vs HEOFX
American Funds Capital World Gr&Inc 529C
Price$74.45
Change-$1.10 (-1.46%)
VolumeN/A
Net Assets142.37B
Hartford Climate Opportunities F
Price$19.24
Change+$0.15 (+0.79%)
VolumeN/A
Net Assets126.04M
CWICX vs HEOFX Comparison Chart in %
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CWICX vs. HEOFX 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 CWICX is a Buy and HEOFX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 142B vs. HEOFX (126M). CWICX pays higher dividends than HEOFX: CWICX (0.78) vs HEOFX (0.63). 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). HEOFX annual gain was more profitable for investors over the last year : 16.42 vs. CWICX (15.32). CWICX return over 5 years is better than : 28.28 vs. HEOFX (19.81).
| 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 | 4.859 | 5.714 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 126M | 112,698% |
| Annual Yield % from dividends | 0.78 | 0.63 | 124% |
| Returns for 1 year | 15.32 | 16.42 | 93% |
| Returns for 3 years | 39.85 | 28.39 | 140% |
| Returns for 5 years | 28.28 | 19.81 | 143% |
| Returns for 10 years | 107.70 | N/A | - |
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