CWICX
Price
$71.13
Change
+$0.46 (+0.65%)
Updated
Jul 3 closing price
Net Assets
135.98B
HEOIX
Price
$17.80
Change
+$0.15 (+0.85%)
Updated
Jul 3 closing price
Net Assets
124.15M
Interact to see
Advertisement

CWICX vs HEOIX

Header iconCWICX vs HEOIX Comparison
Open Charts CWICX vs HEOIXBanner chart's image
American Funds Capital World Gr&Inc 529C
Price$71.13
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 %
Loading...
View a ticker or compare two or three
VS
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.

Interact to see
Advertisement
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).
CWICXHEOIXCWICX / HEOIX
Total Expense Ratio1.530.89172%
Annual Report Gross Expense Ratio1.530.91168%
Fund Existence23 years9 years-
Gain YTD13.13512.944101%
Front LoadN/AN/A-
Min. Initial Investment250200013%
Min. Initial Investment IRAN/AN/A-
Net Assets136B124M109,677%
Annual Yield % from dividends0.780.56141%
Returns for 1 year8.4910.7679%
Returns for 3 years48.1838.68125%
Returns for 5 years50.9963.9780%
Returns for 10 years70.73N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
FRMCX25.020.16
+0.64%
Franklin Mutual Small-Mid Cap Val A
FVLTX20.650.10
+0.49%
Fidelity Advisor Value Leaders M
CBBYX6.650.03
+0.45%
AB Relative Value Advisor
PEIRX25.200.04
+0.16%
Federated Hermes International Equity R6
CSJAX68.230.11
+0.16%
Cohen & Steers Realty Shares A