Interact to see
Advertisement
Advertisement
CWICX vs HEOTX
CWICX vs HEOTX Comparison
Open Charts CWICX vs HEOTX
American Funds Capital World Gr&Inc 529C
Price$71.99
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.34B
Hartford Climate Opportunities R5
Price$18.17
Change+$0.12 (+0.66%)
VolumeN/A
Net Assets125.84M
CWICX vs HEOTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWICX vs. HEOTX commentary
Jul 27, 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.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 137B vs. HEOTX (126M). 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 : 14.51 vs. CWICX (12.89). HEOTX return over 5 years is better than : 56.00 vs. CWICX (49.27).
| CWICX | HEOTX | CWICX / HEOTX | |
| Total Expense Ratio | 1.53 | 0.81 | 189% |
| Annual Report Gross Expense Ratio | 1.53 | 0.89 | 172% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 14.503 | 16.251 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 126M | 108,730% |
| Annual Yield % from dividends | 0.78 | 0.63 | 123% |
| Returns for 1 year | 12.89 | 14.51 | 89% |
| Returns for 3 years | 48.95 | 40.97 | 119% |
| Returns for 5 years | 49.27 | 56.00 | 88% |
| Returns for 10 years | 70.95 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement