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CWICX vs HEOTX
CWICX vs HEOTX Comparison
Open Charts CWICX vs HEOTX
American Funds Capital World Gr&Inc 529C
Price$71.81
Change-$0.42 (-0.58%)
VolumeN/A
Net Assets137.09B
Hartford Climate Opportunities R5
Price$18.09
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets124.31M
CWICX vs HEOTX Comparison Chart in %
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CWICX vs. HEOTX commentary
Aug 20, 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 HEOTX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 137B vs. HEOTX (124M). CWICX pays higher dividends than HEOTX: CWICX (0.78) vs HEOTX (0.62). CWICX was incepted earlier than HEOTX: CWICX (24 years) vs HEOTX (9 years). CWICX (1.53) is less costly to investors than HEOTX (0.89). HEOTX is a more actively managed with annual turnover of: 108.00 vs. CWICX (27.00). HEOTX has a lower initial minimum investment than CWICX: HEOTX (0) vs CWICX (250). HEOTX annual gain was more profitable for investors over the last year : 12.32 vs. CWICX (8.60). HEOTX return over 5 years is better than : 47.25 vs. CWICX (44.58).
| CWICX | HEOTX | CWICX / HEOTX | |
| Total Expense Ratio | 1.53 | 0.81 | 189% |
| Annual Report Gross Expense Ratio | 1.53 | 0.89 | 172% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 14.217 | 15.739 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 124M | 110,484% |
| Annual Yield % from dividends | 0.78 | 0.62 | 126% |
| Returns for 1 year | 8.60 | 12.32 | 70% |
| Returns for 3 years | 41.18 | 28.77 | 143% |
| Returns for 5 years | 44.58 | 47.25 | 94% |
| Returns for 10 years | 80.51 | N/A | - |
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