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CWICX vs HEOIX
CWICX vs HEOIX Comparison
Open Charts CWICX vs HEOIX
American Funds Capital World Gr&Inc 529C
Price$72.26
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
Hartford Climate Opportunities I
Price$18.15
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets123.91M
CWICX vs HEOIX Comparison Chart in %
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CWICX vs. HEOIX commentary
Aug 18, 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: 137B vs. HEOIX (124M). CWICX pays higher dividends than HEOIX: CWICX (0.78) vs HEOIX (0.54). CWICX was incepted earlier than HEOIX: CWICX (24 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 : 12.94 vs. CWICX (10.56). HEOIX (46.26) and CWICX (45.65) 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 | 9 years | - |
| Gain YTD | 14.932 | 15.165 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 124M | 110,484% |
| Annual Yield % from dividends | 0.78 | 0.54 | 144% |
| Returns for 1 year | 10.56 | 12.94 | 82% |
| Returns for 3 years | 39.33 | 25.54 | 154% |
| Returns for 5 years | 45.65 | 46.26 | 99% |
| Returns for 10 years | 72.26 | N/A | - |
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