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$74.92
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.77B
Hartford Climate Opportunities Y
Price$18.80
Change-$0.05 (-0.27%)
VolumeN/A
Net Assets122.76M
CWICX vs HEOYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWICX vs. HEOYX commentary
Oct 19, 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 Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 141B vs. HEOYX (123M). CWICX pays higher dividends than HEOYX: CWICX (0.71) vs HEOYX (0.61). 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 annual gain was more profitable for investors over the last year : 9.93 vs. HEOYX (8.13). CWICX return over 5 years is better than : 48.22 vs. HEOYX (39.93).
| 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 | 19.238 | 17.500 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 123M | 114,634% |
| Annual Yield % from dividends | 0.71 | 0.61 | 116% |
| Returns for 1 year | 9.93 | 8.13 | 122% |
| Returns for 3 years | 64.13 | 48.55 | 132% |
| Returns for 5 years | 48.22 | 39.93 | 121% |
| Returns for 10 years | 85.05 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement