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CWICX vs HEOTX
CWICX vs HEOTX Comparison
Open Charts CWICX vs HEOTX
American Funds Capital World Gr&Inc 529C
Price$74.25
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets140.16B
Hartford Climate Opportunities R5
Price$17.92
Change+$0.13 (+0.73%)
VolumeN/A
Net Assets120.9M
CWICX vs HEOTX Comparison Chart in %
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CWICX vs. HEOTX commentary
Sep 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 HEOTX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 140B vs. HEOTX (121M). CWICX pays higher dividends than HEOTX: CWICX (0.77) vs HEOTX (0.62). 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 : 8.57 vs. HEOTX (4.68). CWICX return over 5 years is better than : 52.58 vs. HEOTX (48.20).
| 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 | 18.171 | 14.651 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 121M | 115,702% |
| Annual Yield % from dividends | 0.77 | 0.62 | 124% |
| Returns for 1 year | 8.57 | 4.68 | 183% |
| Returns for 3 years | 66.92 | 47.27 | 142% |
| Returns for 5 years | 52.58 | 48.20 | 109% |
| Returns for 10 years | 98.59 | N/A | - |
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