Interact to see
Advertisement
Advertisement
CWICX vs HEOYX
CWICX vs HEOYX Comparison
Open Charts CWICX vs HEOYX
American Funds Capital World Gr&Inc 529C
Price$71.48
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
Hartford Climate Opportunities Y
Price$18.33
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets122.33M
CWICX vs HEOYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWICX vs. HEOYX 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 HEOYX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 142B vs. HEOYX (122M). CWICX pays higher dividends than HEOYX: CWICX (0.69) vs HEOYX (0.59). 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 : 12.49 vs. CWICX (11.71). CWICX return over 5 years is better than : 28.96 vs. HEOYX (20.70).
| 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 | 13.763 | 14.563 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 122M | 116,393% |
| Annual Yield % from dividends | 0.69 | 0.59 | 117% |
| Returns for 1 year | 11.71 | 12.49 | 94% |
| Returns for 3 years | 43.00 | 33.53 | 128% |
| Returns for 5 years | 28.96 | 20.70 | 140% |
| Returns for 10 years | 80.48 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement