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CWICX vs HEOSX
CWICX vs HEOSX Comparison
Open Charts CWICX vs HEOSX
American Funds Capital World Gr&Inc 529C
Price$71.48
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
Hartford Climate Opportunities R4
Price$17.96
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets122.31M
CWICX vs HEOSX Comparison Chart in %
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CWICX vs. HEOSX commentary
Dec 27, 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 HEOSX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 142B vs. HEOSX (122M). CWICX pays higher dividends than HEOSX: CWICX (0.69) vs HEOSX (0.33). CWICX was incepted earlier than HEOSX: CWICX (24 years) vs HEOSX (10 years). CWICX (1.53) is less costly to investors than HEOSX (1.21). HEOSX is a more actively managed with annual turnover of: 75.00 vs. CWICX (27.00). HEOSX has a lower initial minimum investment than CWICX: HEOSX (0) vs CWICX (250). HEOSX (11.64) and CWICX (11.60) have marching annual gain over last year. CWICX return over 5 years is better than : 28.82 vs. HEOSX (18.88).
| CWICX | HEOSX | CWICX / HEOSX | |
| Total Expense Ratio | 1.53 | 1.11 | 138% |
| Annual Report Gross Expense Ratio | 1.53 | 1.21 | 126% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 13.635 | 13.671 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 122M | 116,393% |
| Annual Yield % from dividends | 0.69 | 0.33 | 211% |
| Returns for 1 year | 11.60 | 11.64 | 100% |
| Returns for 3 years | 42.90 | 31.86 | 135% |
| Returns for 5 years | 28.82 | 18.88 | 153% |
| Returns for 10 years | 81.44 | N/A | - |
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