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CWICX vs HEOSX
CWICX vs HEOSX Comparison
Open Charts CWICX vs HEOSX
American Funds Capital World Gr&Inc 529C
Price$72.67
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets136.94B
Hartford Climate Opportunities R4
Price$17.93
Change+$0.17 (+0.96%)
VolumeN/A
Net Assets121.2M
CWICX vs HEOSX Comparison Chart in %
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CWICX vs. HEOSX commentary
Sep 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.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 137B vs. HEOSX (121M). CWICX pays higher dividends than HEOSX: CWICX (0.77) vs HEOSX (0.34). 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 : 12.28 vs. HEOSX (11.35). CWICX (45.28) and HEOSX (44.15) have equivalent 5 years return.
| 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 | 15.585 | 13.861 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 121M | 113,223% |
| Annual Yield % from dividends | 0.77 | 0.34 | 223% |
| Returns for 1 year | 12.28 | 11.35 | 108% |
| Returns for 3 years | 52.00 | 34.31 | 152% |
| Returns for 5 years | 45.28 | 44.15 | 103% |
| Returns for 10 years | 84.13 | N/A | - |
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