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CWICX vs HEOSX
CWICX vs HEOSX Comparison
Open Charts CWICX vs HEOSX
American Funds Capital World Gr&Inc 529C
Price$71.99
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.34B
Hartford Climate Opportunities R4
Price$18.28
Change+$0.13 (+0.72%)
VolumeN/A
Net Assets125.84M
CWICX vs HEOSX Comparison Chart in %
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CWICX vs. HEOSX commentary
Jul 28, 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 (126M). 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 : 13.91 vs. CWICX (12.89). HEOSX return over 5 years is better than : 54.35 vs. CWICX (49.27).
| CWICX | HEOSX | CWICX / HEOSX | |
| Total Expense Ratio | 1.53 | 1.11 | 138% |
| Annual Report Gross Expense Ratio | 1.53 | 1.21 | 126% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 14.503 | 15.696 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 126M | 108,730% |
| Annual Yield % from dividends | 0.78 | 0.35 | 221% |
| Returns for 1 year | 12.89 | 13.91 | 93% |
| Returns for 3 years | 48.95 | 39.55 | 124% |
| Returns for 5 years | 49.27 | 54.35 | 91% |
| Returns for 10 years | 70.95 | N/A | - |
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