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CWICX vs HEOIX
CWICX vs HEOIX Comparison
Open Charts CWICX vs HEOIX
American Funds Capital World Gr&Inc 529C
Price$74.45
Change-$1.10 (-1.46%)
VolumeN/A
Net Assets142.37B
Hartford Climate Opportunities I
Price$18.70
Change+$0.15 (+0.81%)
VolumeN/A
Net Assets126.32M
CWICX vs HEOIX Comparison Chart in %
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CWICX vs. HEOIX commentary
Feb 04, 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 HEOIX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 142B vs. HEOIX (126M). CWICX pays higher dividends than HEOIX: CWICX (0.78) vs HEOIX (0.46). CWICX was incepted earlier than HEOIX: CWICX (24 years) vs HEOIX (10 years). CWICX (1.53) is less costly to investors than HEOIX (0.91). HEOIX is a more actively managed with annual turnover of: 75.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than HEOIX: CWICX (250) vs HEOIX (2000). HEOIX (16.08) and CWICX (15.32) have marching annual gain over last year. CWICX return over 5 years is better than : 28.28 vs. HEOIX (18.23).
| CWICX | HEOIX | CWICX / HEOIX | |
| Total Expense Ratio | 1.53 | 0.89 | 172% |
| Annual Report Gross Expense Ratio | 1.53 | 0.91 | 168% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 4.859 | 5.709 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 126M | 112,698% |
| Annual Yield % from dividends | 0.78 | 0.46 | 170% |
| Returns for 1 year | 15.32 | 16.08 | 95% |
| Returns for 3 years | 39.85 | 27.34 | 146% |
| Returns for 5 years | 28.28 | 18.23 | 155% |
| Returns for 10 years | 107.70 | N/A | - |
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