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CWICX vs HEOYX
CWICX vs HEOYX Comparison
Open Charts CWICX vs HEOYX
American Funds Capital World Gr&Inc 529C
Price$68.31
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
Hartford Climate Opportunities Y
Price$17.24
Change-$0.24 (-1.37%)
VolumeN/A
Net Assets120.76M
CWICX vs HEOYX Comparison Chart
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CWICX vs. HEOYX commentary
Jun 16, 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: 131B vs. HEOYX (121M). CWICX pays higher dividends than HEOYX: CWICX (0.82) vs HEOYX (0.66). 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). CWICX annual gain was more profitable for investors over the last year : 5.51 vs. HEOYX (3.22). HEOYX return over 5 years is better than : 64.73 vs. CWICX (50.44).
| CWICX | HEOYX | CWICX / HEOYX | |
| Total Expense Ratio | 1.53 | 0.79 | 194% |
| Annual Report Gross Expense Ratio | 1.53 | 0.90 | 170% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 8.650 | 7.750 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 121M | 108,264% |
| Annual Yield % from dividends | 0.82 | 0.66 | 123% |
| Returns for 1 year | 5.51 | 3.22 | 171% |
| Returns for 3 years | 42.05 | 33.35 | 126% |
| Returns for 5 years | 50.44 | 64.73 | 78% |
| Returns for 10 years | 60.69 | N/A | - |
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