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CWICX vs HEOMX
CWICX vs HEOMX Comparison
Open Charts CWICX vs HEOMX
American Funds Capital World Gr&Inc 529C
Price$74.45
Change-$1.10 (-1.46%)
VolumeN/A
Net Assets142.37B
Hartford Climate Opportunities A
Price$19.06
Change+$0.20 (+1.06%)
VolumeN/A
Net Assets126.32M
CWICX vs HEOMX Comparison Chart in %
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CWICX vs. HEOMX commentary
Feb 04, 2026
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 HEOMX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 142B vs. HEOMX (126M). CWICX pays higher dividends than HEOMX: CWICX (0.78) vs HEOMX (0.18). CWICX was incepted earlier than HEOMX: CWICX (24 years) vs HEOMX (10 years). CWICX (1.53) is less costly to investors than HEOMX (1.17). HEOMX is a more actively managed with annual turnover of: 75.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than HEOMX: CWICX (250) vs HEOMX (2000). HEOMX (15.81) and CWICX (15.32) have marching annual gain over last year. CWICX return over 5 years is better than : 28.28 vs. HEOMX (16.71).
| CWICX | HEOMX | CWICX / HEOMX | |
| Total Expense Ratio | 1.53 | 1.17 | 131% |
| Annual Report Gross Expense Ratio | 1.53 | 1.17 | 131% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 4.859 | 5.654 | 86% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 126M | 112,698% |
| Annual Yield % from dividends | 0.78 | 0.18 | 445% |
| Returns for 1 year | 15.32 | 15.81 | 97% |
| Returns for 3 years | 39.85 | 26.39 | 151% |
| Returns for 5 years | 28.28 | 16.71 | 169% |
| Returns for 10 years | 107.70 | N/A | - |
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