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CWICX vs HEOMX
CWICX vs HEOMX Comparison
Open Charts CWICX vs HEOMX
American Funds Capital World Gr&Inc 529C
Price$74.92
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.77B
Hartford Climate Opportunities A
Price$18.80
Change-$0.05 (-0.27%)
VolumeN/A
Net Assets122.76M
CWICX vs HEOMX Comparison Chart in %
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CWICX vs. HEOMX commentary
Oct 19, 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 Hold and HEOMX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 141B vs. HEOMX (123M). CWICX pays higher dividends than HEOMX: CWICX (0.71) vs HEOMX (0.26). 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). CWICX annual gain was more profitable for investors over the last year : 9.93 vs. HEOMX (7.69). CWICX return over 5 years is better than : 48.22 vs. HEOMX (37.74).
| 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 | 19.238 | 17.134 | 112% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 123M | 114,634% |
| Annual Yield % from dividends | 0.71 | 0.26 | 270% |
| Returns for 1 year | 9.93 | 7.69 | 129% |
| Returns for 3 years | 64.13 | 46.77 | 137% |
| Returns for 5 years | 48.22 | 37.74 | 128% |
| Returns for 10 years | 85.05 | N/A | - |
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