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CWICX vs HEOYX
CWICX vs HEOYX Comparison
Open Charts CWICX vs HEOYX
American Funds Capital World Gr&Inc 529C
Price$72.99
Change+$0.32 (+0.44%)
VolumeN/A
Net Assets137.57B
Hartford Climate Opportunities Y
Price$18.40
Change+$0.14 (+0.77%)
VolumeN/A
Net Assets122.1M
CWICX vs HEOYX Comparison Chart in %
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CWICX vs. HEOYX commentary
Sep 09, 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: 138B vs. HEOYX (122M). CWICX pays higher dividends than HEOYX: CWICX (0.77) vs HEOYX (0.62). 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). CWICX (12.28) and HEOYX (12.02) have marching annual gain over last year. HEOYX (46.14) and CWICX (45.28) 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 | 10 years | - |
| Gain YTD | 15.585 | 14.500 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 122M | 113,115% |
| Annual Yield % from dividends | 0.77 | 0.62 | 124% |
| Returns for 1 year | 12.28 | 12.02 | 102% |
| Returns for 3 years | 52.00 | 35.77 | 145% |
| Returns for 5 years | 45.28 | 46.14 | 98% |
| Returns for 10 years | 84.13 | N/A | - |
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