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CWICX vs HEOIX
CWICX vs HEOIX Comparison
Open Charts CWICX vs HEOIX
American Funds Capital World Gr&Inc 529C
Price$76.75
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets142.32B
Hartford Climate Opportunities I
Price$18.83
Change+$0.06 (+0.32%)
VolumeN/A
Net Assets122.62M
CWICX vs HEOIX Comparison Chart in %
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CWICX vs. HEOIX commentary
Dec 05, 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 HEOIX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 142B vs. HEOIX (123M). CWICX pays higher dividends than HEOIX: CWICX (0.69) vs HEOIX (0.52). 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). CWICX annual gain was more profitable for investors over the last year : 12.16 vs. HEOIX (9.58). CWICX return over 5 years is better than : 39.07 vs. HEOIX (29.54).
| 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 | 22.150 | 19.480 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 123M | 115,447% |
| Annual Yield % from dividends | 0.69 | 0.52 | 135% |
| Returns for 1 year | 12.16 | 9.58 | 127% |
| Returns for 3 years | 48.14 | 31.94 | 151% |
| Returns for 5 years | 39.07 | 29.54 | 132% |
| Returns for 10 years | 89.32 | N/A | - |
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