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CWICX vs HEOSX
CWICX vs HEOSX Comparison
Open Charts CWICX vs HEOSX
American Funds Capital World Gr&Inc 529C
Price$75.64
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
Hartford Climate Opportunities R4
Price$18.45
Change-$0.32 (-1.70%)
VolumeN/A
Net Assets120.97M
CWICX vs HEOSX Comparison Chart in %
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CWICX vs. HEOSX commentary
Nov 14, 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 StrongBuy and HEOSX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 144B vs. HEOSX (121M). CWICX pays higher dividends than HEOSX: CWICX (0.70) 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). CWICX annual gain was more profitable for investors over the last year : 12.59 vs. HEOSX (9.53). CWICX return over 5 years is better than : 42.74 vs. HEOSX (32.44).
| 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 | 20.384 | 16.772 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 121M | 119,008% |
| Annual Yield % from dividends | 0.70 | 0.33 | 212% |
| Returns for 1 year | 12.59 | 9.53 | 132% |
| Returns for 3 years | 51.56 | 32.96 | 156% |
| Returns for 5 years | 42.74 | 32.44 | 132% |
| Returns for 10 years | 88.59 | N/A | - |
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