CWICX
Price
$71.99
Change
+$0.03 (+0.04%)
Updated
Jul 25 closing price
Net Assets
137.34B
HEOYX
Price
$18.60
Change
+$0.12 (+0.65%)
Updated
Jul 25 closing price
Net Assets
125.84M
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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$71.99
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.34B
Hartford Climate Opportunities Y
Price$18.60
Change+$0.12 (+0.65%)
VolumeN/A
Net Assets125.84M
CWICX vs HEOYX Comparison Chart in %
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CWICX vs. HEOYX commentary
Jul 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 Buy and HEOYX is a Buy.

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FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 137B vs. HEOYX (126M). 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 : 14.57 vs. CWICX (12.89). HEOYX return over 5 years is better than : 56.34 vs. CWICX (49.27).
CWICXHEOYXCWICX / HEOYX
Total Expense Ratio1.530.79194%
Annual Report Gross Expense Ratio1.530.90170%
Fund Existence23 years9 years-
Gain YTD14.50316.25089%
Front LoadN/AN/A-
Min. Initial Investment2502500000%
Min. Initial Investment IRAN/AN/A-
Net Assets137B126M108,730%
Annual Yield % from dividends0.780.64123%
Returns for 1 year12.8914.5788%
Returns for 3 years48.9541.11119%
Returns for 5 years49.2756.3487%
Returns for 10 years70.95N/A-
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