CWICX
Price
$71.13
Change
+$0.46 (+0.65%)
Updated
Jul 3 closing price
Net Assets
135.98B
HEOSX
Price
$17.78
Change
+$0.15 (+0.85%)
Updated
Jul 3 closing price
Net Assets
124.15M
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CWICX vs HEOSX

Header iconCWICX vs HEOSX Comparison
Open Charts CWICX vs HEOSXBanner chart's image
American Funds Capital World Gr&Inc 529C
Price$71.13
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
Hartford Climate Opportunities R4
Price$17.78
Change+$0.15 (+0.85%)
VolumeN/A
Net Assets124.15M
CWICX vs HEOSX Comparison Chart in %
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CWICX vs. HEOSX commentary
Jul 07, 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 HEOSX is a Buy.

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FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 136B vs. HEOSX (124M). CWICX pays higher dividends than HEOSX: CWICX (0.78) vs HEOSX (0.35). CWICX was incepted earlier than HEOSX: CWICX (23 years) vs HEOSX (9 years). CWICX (1.53) is less costly to investors than HEOSX (1.21). HEOSX is a more actively managed with annual turnover of: 108.00 vs. CWICX (27.00). HEOSX has a lower initial minimum investment than CWICX: HEOSX (0) vs CWICX (250). HEOSX annual gain was more profitable for investors over the last year : 10.25 vs. CWICX (8.49). HEOSX return over 5 years is better than : 62.65 vs. CWICX (50.99).
CWICXHEOSXCWICX / HEOSX
Total Expense Ratio1.531.11138%
Annual Report Gross Expense Ratio1.531.21126%
Fund Existence23 years9 years-
Gain YTD13.13512.532105%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets136B124M109,677%
Annual Yield % from dividends0.780.35221%
Returns for 1 year8.4910.2583%
Returns for 3 years48.1837.70128%
Returns for 5 years50.9962.6581%
Returns for 10 years70.73N/A-
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