CWICX
Price
$71.13
Change
+$0.46 (+0.65%)
Updated
Jul 3 closing price
Net Assets
135.98B
HEOTX
Price
$17.67
Change
+$0.15 (+0.86%)
Updated
Jul 3 closing price
Net Assets
124.15M
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CWICX vs HEOTX

Header iconCWICX vs HEOTX Comparison
Open Charts CWICX vs HEOTXBanner 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 R5
Price$17.67
Change+$0.15 (+0.86%)
VolumeN/A
Net Assets124.15M
CWICX vs HEOTX Comparison Chart in %
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CWICX vs. HEOTX 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 HEOTX is a Buy.

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FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 136B vs. HEOTX (124M). CWICX pays higher dividends than HEOTX: CWICX (0.78) vs HEOTX (0.63). CWICX was incepted earlier than HEOTX: CWICX (23 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 : 10.87 vs. CWICX (8.49). HEOTX return over 5 years is better than : 64.41 vs. CWICX (50.99).
CWICXHEOTXCWICX / HEOTX
Total Expense Ratio1.530.81189%
Annual Report Gross Expense Ratio1.530.89172%
Fund Existence23 years9 years-
Gain YTD13.13513.052101%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets136B124M109,677%
Annual Yield % from dividends0.780.63123%
Returns for 1 year8.4910.8778%
Returns for 3 years48.1839.09123%
Returns for 5 years50.9964.4179%
Returns for 10 years70.73N/A-
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