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CWICX vs HEOIX
CWICX vs HEOIX Comparison
Open Charts CWICX vs HEOIX
American Funds Capital World Gr&Inc 529C
Price$71.13
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
Hartford Climate Opportunities I
Price$17.80
Change+$0.15 (+0.85%)
VolumeN/A
Net Assets124.15M
CWICX vs HEOIX Comparison Chart in %
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CWICX vs. HEOIX commentary
Jul 07, 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.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 136B vs. HEOIX (124M). 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 : 10.76 vs. CWICX (8.49). HEOIX return over 5 years is better than : 63.97 vs. CWICX (50.99).
| CWICX | HEOIX | CWICX / HEOIX | |
| Total Expense Ratio | 1.53 | 0.89 | 172% |
| Annual Report Gross Expense Ratio | 1.53 | 0.91 | 168% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 13.135 | 12.944 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 124M | 109,677% |
| Annual Yield % from dividends | 0.78 | 0.56 | 141% |
| Returns for 1 year | 8.49 | 10.76 | 79% |
| Returns for 3 years | 48.18 | 38.68 | 125% |
| Returns for 5 years | 50.99 | 63.97 | 80% |
| Returns for 10 years | 70.73 | N/A | - |
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