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CWICX vs HEOTX
CWICX vs HEOTX Comparison
Open Charts CWICX vs HEOTX
American Funds Capital World Gr&Inc 529C
Price$74.92
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.77B
Hartford Climate Opportunities R5
Price$18.36
Change-$0.05 (-0.27%)
VolumeN/A
Net Assets122.76M
CWICX vs HEOTX Comparison Chart in %
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CWICX vs. HEOTX commentary
Oct 21, 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 Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 141B vs. HEOTX (123M). CWICX pays higher dividends than HEOTX: CWICX (0.71) vs HEOTX (0.61). 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 : 9.93 vs. HEOTX (8.06). CWICX return over 5 years is better than : 48.22 vs. HEOTX (39.55).
| 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 | 19.238 | 17.466 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 123M | 114,634% |
| Annual Yield % from dividends | 0.71 | 0.61 | 117% |
| Returns for 1 year | 9.93 | 8.06 | 123% |
| Returns for 3 years | 64.13 | 48.39 | 133% |
| Returns for 5 years | 48.22 | 39.55 | 122% |
| Returns for 10 years | 85.05 | N/A | - |
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