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CWICX vs HEOIX
CWICX vs HEOIX Comparison
Open Charts CWICX vs HEOIX
American Funds Capital World Gr&Inc 529C
Price$72.67
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
Hartford Climate Opportunities I
Price$17.96
Change+$0.16 (+0.90%)
VolumeN/A
Net Assets121.53M
CWICX vs HEOIX Comparison Chart in %
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CWICX vs. HEOIX commentary
Sep 08, 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: 138B vs. HEOIX (122M). CWICX pays higher dividends than HEOIX: CWICX (0.77) vs HEOIX (0.54). 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 (12.28) and HEOIX (11.85) have marching annual gain over last year. HEOIX (45.33) and CWICX (45.28) have equivalent 5 years return.
| 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 | 15.585 | 14.340 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 122M | 113,115% |
| Annual Yield % from dividends | 0.77 | 0.54 | 142% |
| Returns for 1 year | 12.28 | 11.85 | 104% |
| Returns for 3 years | 52.00 | 35.34 | 147% |
| Returns for 5 years | 45.28 | 45.33 | 100% |
| Returns for 10 years | 84.13 | N/A | - |
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