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CWICX vs HEOIX
CWICX vs HEOIX Comparison
Open Charts CWICX vs HEOIX
American Funds Capital World Gr&Inc 529C
Price$75.64
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
Hartford Climate Opportunities I
Price$18.50
Change-$0.32 (-1.70%)
VolumeN/A
Net Assets120.97M
CWICX vs HEOIX Comparison Chart in %
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CWICX vs. HEOIX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 144B vs. HEOIX (121M). CWICX pays higher dividends than HEOIX: CWICX (0.70) 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 : 14.14 vs. HEOIX (11.92). CWICX return over 5 years is better than : 45.37 vs. HEOIX (36.02).
| 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 | 22.596 | 19.416 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 121M | 119,008% |
| Annual Yield % from dividends | 0.70 | 0.52 | 135% |
| Returns for 1 year | 14.14 | 11.92 | 119% |
| Returns for 3 years | 53.48 | 34.92 | 153% |
| Returns for 5 years | 45.37 | 36.02 | 126% |
| Returns for 10 years | 94.28 | N/A | - |
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