CWICX
Price
$71.99
Change
+$0.03 (+0.04%)
Updated
Jul 25 closing price
Net Assets
137.34B
HEOIX
Price
$18.31
Change
+$0.13 (+0.72%)
Updated
Jul 25 closing price
Net Assets
125.84M
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CWICX vs HEOIX

Header iconCWICX vs HEOIX Comparison
Open Charts CWICX vs HEOIXBanner chart's image
American Funds Capital World Gr&Inc 529C
Price$71.99
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.34B
Hartford Climate Opportunities I
Price$18.31
Change+$0.13 (+0.72%)
VolumeN/A
Net Assets125.84M
CWICX vs HEOIX Comparison Chart in %
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CWICX vs. HEOIX commentary
Jul 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 Buy and HEOIX is a Buy.

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FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 137B vs. HEOIX (126M). CWICX pays higher dividends than HEOIX: CWICX (0.78) vs HEOIX (0.56). CWICX was incepted earlier than HEOIX: CWICX (23 years) vs HEOIX (9 years). CWICX (1.53) is less costly to investors than HEOIX (0.91). HEOIX is a more actively managed with annual turnover of: 108.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than HEOIX: CWICX (250) vs HEOIX (2000). HEOIX annual gain was more profitable for investors over the last year : 14.50 vs. CWICX (12.89). HEOIX return over 5 years is better than : 55.71 vs. CWICX (49.27).
CWICXHEOIXCWICX / HEOIX
Total Expense Ratio1.530.89172%
Annual Report Gross Expense Ratio1.530.91168%
Fund Existence23 years9 years-
Gain YTD14.50316.18090%
Front LoadN/AN/A-
Min. Initial Investment250200013%
Min. Initial Investment IRAN/AN/A-
Net Assets137B126M108,730%
Annual Yield % from dividends0.780.56141%
Returns for 1 year12.8914.5089%
Returns for 3 years48.9540.72120%
Returns for 5 years49.2755.7188%
Returns for 10 years70.95N/A-
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