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CWICX vs HEOYX
CWICX vs HEOYX Comparison
Open Charts CWICX vs HEOYX
American Funds Capital World Gr&Inc 529C
Price$74.03
Change-$0.42 (-0.56%)
VolumeN/A
Net Assets142.37B
Hartford Climate Opportunities Y
Price$18.94
Change-$0.07 (-0.37%)
VolumeN/A
Net Assets126.04M
CWICX vs HEOYX Comparison Chart in %
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CWICX vs. HEOYX commentary
Feb 05, 2026
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 HEOYX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 142B vs. HEOYX (126M). CWICX pays higher dividends than HEOYX: CWICX (0.78) vs HEOYX (0.55). CWICX was incepted earlier than HEOYX: CWICX (24 years) vs HEOYX (10 years). CWICX (1.53) is less costly to investors than HEOYX (0.90). HEOYX is a more actively managed with annual turnover of: 75.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than HEOYX: CWICX (250) vs HEOYX (250000). HEOYX annual gain was more profitable for investors over the last year : 16.25 vs. CWICX (15.32). CWICX return over 5 years is better than : 28.28 vs. HEOYX (19.05).
| CWICX | HEOYX | CWICX / HEOYX | |
| Total Expense Ratio | 1.53 | 0.79 | 194% |
| Annual Report Gross Expense Ratio | 1.53 | 0.90 | 170% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 4.859 | 5.729 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 126M | 112,698% |
| Annual Yield % from dividends | 0.78 | 0.55 | 143% |
| Returns for 1 year | 15.32 | 16.25 | 94% |
| Returns for 3 years | 39.85 | 27.93 | 143% |
| Returns for 5 years | 28.28 | 19.05 | 148% |
| Returns for 10 years | 107.70 | N/A | - |
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