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CWICX vs HEOFX
CWICX vs HEOFX Comparison
Open Charts CWICX vs HEOFX
American Funds Capital World Gr&Inc 529C
Price$71.48
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
Hartford Climate Opportunities F
Price$18.57
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets122.31M
CWICX vs HEOFX Comparison Chart in %
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CWICX vs. HEOFX commentary
Dec 27, 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 Hold and HEOFX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 142B vs. HEOFX (122M). 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). HEOFX annual gain was more profitable for investors over the last year : 12.63 vs. CWICX (11.71). CWICX return over 5 years is better than : 28.96 vs. HEOFX (21.37).
| 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 | 13.763 | 14.700 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 122M | 116,393% |
| Annual Yield % from dividends | 0.69 | 0.67 | 104% |
| Returns for 1 year | 11.71 | 12.63 | 93% |
| Returns for 3 years | 43.00 | 34.02 | 126% |
| Returns for 5 years | 28.96 | 21.37 | 136% |
| Returns for 10 years | 80.48 | N/A | - |
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