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CWICX vs HEOYX
CWICX vs HEOYX Comparison
Open Charts CWICX vs HEOYX
American Funds Capital World Gr&Inc 529C
Price$72.26
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
Hartford Climate Opportunities Y
Price$18.44
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets123.91M
CWICX vs HEOYX Comparison Chart in %
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CWICX vs. HEOYX commentary
Aug 17, 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.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 137B vs. HEOYX (124M). CWICX pays higher dividends than HEOYX: CWICX (0.78) vs HEOYX (0.63). CWICX was incepted earlier than HEOYX: CWICX (24 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 : 13.03 vs. CWICX (10.56). HEOYX (46.99) and CWICX (45.65) have equivalent 5 years return.
| 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 | 9 years | - |
| Gain YTD | 14.932 | 15.250 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 124M | 110,484% |
| Annual Yield % from dividends | 0.78 | 0.63 | 125% |
| Returns for 1 year | 10.56 | 13.03 | 81% |
| Returns for 3 years | 39.33 | 25.93 | 152% |
| Returns for 5 years | 45.65 | 46.99 | 97% |
| Returns for 10 years | 72.26 | N/A | - |
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