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CWICX vs HEOFX
CWICX vs HEOFX Comparison
Open Charts CWICX vs HEOFX
American Funds Capital World Gr&Inc 529C
Price$76.75
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets142.32B
Hartford Climate Opportunities F
Price$19.38
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets122.62M
CWICX vs HEOFX Comparison Chart in %
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CWICX vs. HEOFX commentary
Dec 04, 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: 142B vs. HEOFX (123M). CWICX (0.69) 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 : 11.75 vs. HEOFX (9.12). CWICX return over 5 years is better than : 39.01 vs. HEOFX (31.14).
| 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 | 21.163 | 19.024 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 123M | 115,447% |
| Annual Yield % from dividends | 0.69 | 0.67 | 104% |
| Returns for 1 year | 11.75 | 9.12 | 129% |
| Returns for 3 years | 46.94 | 32.04 | 147% |
| Returns for 5 years | 39.01 | 31.14 | 125% |
| Returns for 10 years | 87.79 | N/A | - |
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