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CWICX vs HEOSX
CWICX vs HEOSX Comparison
Open Charts CWICX vs HEOSX
American Funds Capital World Gr&Inc 529C
Price$74.45
Change-$1.10 (-1.46%)
VolumeN/A
Net Assets142.37B
Hartford Climate Opportunities R4
Price$18.69
Change+$0.18 (+0.97%)
VolumeN/A
Net Assets126.32M
CWICX vs HEOSX Comparison Chart in %
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CWICX vs. HEOSX commentary
Feb 05, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 142B vs. HEOSX (126M). CWICX pays higher dividends than HEOSX: CWICX (0.78) vs HEOSX (0.25). 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 (15.40) and CWICX (15.32) have marching annual gain over last year. CWICX return over 5 years is better than : 28.28 vs. HEOSX (16.99).
| 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 | 4.859 | 5.713 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 126M | 112,698% |
| Annual Yield % from dividends | 0.78 | 0.25 | 308% |
| Returns for 1 year | 15.32 | 15.40 | 99% |
| Returns for 3 years | 39.85 | 26.34 | 151% |
| Returns for 5 years | 28.28 | 16.99 | 166% |
| Returns for 10 years | 107.70 | N/A | - |
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