CWICX
Price
$71.13
Change
+$0.46 (+0.65%)
Updated
Jul 3 closing price
Net Assets
135.98B
HEOYX
Price
$18.09
Change
+$0.16 (+0.89%)
Updated
Jul 3 closing price
Net Assets
124.15M
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CWICX vs HEOYX

Header iconCWICX vs HEOYX Comparison
Open Charts CWICX vs HEOYXBanner chart's image
American Funds Capital World Gr&Inc 529C
Price$71.13
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
Hartford Climate Opportunities Y
Price$18.09
Change+$0.16 (+0.89%)
VolumeN/A
Net Assets124.15M
CWICX vs HEOYX Comparison Chart in %
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CWICX vs. HEOYX commentary
Jul 06, 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 HEOYX is a Buy.

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FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 136B vs. HEOYX (124M). CWICX pays higher dividends than HEOYX: CWICX (0.78) vs HEOYX (0.64). CWICX was incepted earlier than HEOYX: CWICX (23 years) vs HEOYX (9 years). CWICX (1.53) is less costly to investors than HEOYX (0.90). HEOYX is a more actively managed with annual turnover of: 108.00 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 : 10.88 vs. CWICX (8.49). HEOYX return over 5 years is better than : 64.92 vs. CWICX (50.99).
CWICXHEOYXCWICX / HEOYX
Total Expense Ratio1.530.79194%
Annual Report Gross Expense Ratio1.530.90170%
Fund Existence23 years9 years-
Gain YTD13.13513.063101%
Front LoadN/AN/A-
Min. Initial Investment2502500000%
Min. Initial Investment IRAN/AN/A-
Net Assets136B124M109,677%
Annual Yield % from dividends0.780.64123%
Returns for 1 year8.4910.8878%
Returns for 3 years48.1839.19123%
Returns for 5 years50.9964.9279%
Returns for 10 years70.73N/A-
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