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CWICX vs HEOIX
CWICX vs HEOIX Comparison
Open Charts CWICX vs HEOIX
American Funds Capital World Gr&Inc 529C
Price$71.40
Change+$0.11 (+0.15%)
VolumeN/A
Net Assets142.32B
Hartford Climate Opportunities I
Price$18.00
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets122.31M
CWICX vs HEOIX Comparison Chart in %
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CWICX vs. HEOIX 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 HEOIX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 142B vs. HEOIX (122M). 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). HEOIX annual gain was more profitable for investors over the last year : 12.21 vs. CWICX (11.60). CWICX return over 5 years is better than : 28.82 vs. HEOIX (19.91).
| 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 | 13.635 | 14.213 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 122M | 116,393% |
| Annual Yield % from dividends | 0.69 | 0.52 | 135% |
| Returns for 1 year | 11.60 | 12.21 | 95% |
| Returns for 3 years | 42.90 | 32.57 | 132% |
| Returns for 5 years | 28.82 | 19.91 | 145% |
| Returns for 10 years | 81.44 | N/A | - |
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