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CWICX vs HEOTX
CWICX vs HEOTX Comparison
Open Charts CWICX vs HEOTX
American Funds Capital World Gr&Inc 529C
Price$75.64
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
Hartford Climate Opportunities R5
Price$18.36
Change-$0.32 (-1.71%)
VolumeN/A
Net Assets120.97M
CWICX vs HEOTX Comparison Chart in %
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CWICX vs. HEOTX commentary
Nov 14, 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 StrongBuy and HEOTX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 144B vs. HEOTX (121M). CWICX pays higher dividends than HEOTX: CWICX (0.70) vs HEOTX (0.59). CWICX was incepted earlier than HEOTX: CWICX (24 years) vs HEOTX (10 years). CWICX (1.53) is less costly to investors than HEOTX (0.89). HEOTX is a more actively managed with annual turnover of: 75.00 vs. CWICX (27.00). HEOTX has a lower initial minimum investment than CWICX: HEOTX (0) vs CWICX (250). CWICX annual gain was more profitable for investors over the last year : 12.59 vs. HEOTX (10.19). CWICX return over 5 years is better than : 42.74 vs. HEOTX (33.94).
| 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 | 10 years | - |
| Gain YTD | 20.384 | 17.466 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 121M | 119,008% |
| Annual Yield % from dividends | 0.70 | 0.59 | 118% |
| Returns for 1 year | 12.59 | 10.19 | 124% |
| Returns for 3 years | 51.56 | 34.32 | 150% |
| Returns for 5 years | 42.74 | 33.94 | 126% |
| Returns for 10 years | 88.59 | N/A | - |
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