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CWICX vs HEOTX
CWICX vs HEOTX Comparison
Open Charts CWICX vs HEOTX
American Funds Capital World Gr&Inc 529C
Price$71.48
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
Hartford Climate Opportunities R5
Price$17.87
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets122.33M
CWICX vs HEOTX Comparison Chart in %
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CWICX vs. HEOTX commentary
Dec 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 Hold and HEOTX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 142B vs. HEOTX (122M). CWICX pays higher dividends than HEOTX: CWICX (0.69) 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). HEOTX (12.26) and CWICX (11.71) have marching annual gain over last year. CWICX return over 5 years is better than : 28.96 vs. HEOTX (20.19).
| 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 | 13.763 | 14.331 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 122M | 116,393% |
| Annual Yield % from dividends | 0.69 | 0.59 | 118% |
| Returns for 1 year | 11.71 | 12.26 | 95% |
| Returns for 3 years | 43.00 | 33.20 | 130% |
| Returns for 5 years | 28.96 | 20.19 | 143% |
| Returns for 10 years | 80.48 | N/A | - |
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