CWICX
Price
$71.96
Change
-$0.20 (-0.28%)
Updated
Jul 24 closing price
Net Assets
137.74B
HEOFX
Price
$18.70
Change
-$0.05 (-0.27%)
Updated
Jul 24 closing price
Net Assets
125.49M
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CWICX vs HEOFX

Header iconCWICX vs HEOFX Comparison
Open Charts CWICX vs HEOFXBanner chart's image
American Funds Capital World Gr&Inc 529C
Price$71.96
Change-$0.20 (-0.28%)
VolumeN/A
Net Assets137.74B
Hartford Climate Opportunities F
Price$18.70
Change-$0.05 (-0.27%)
VolumeN/A
Net Assets125.49M
CWICX vs HEOFX Comparison Chart in %
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CWICX vs. HEOFX commentary
Jul 25, 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 StrongBuy and HEOFX is a Buy.

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FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 138B vs. HEOFX (125M). CWICX pays higher dividends than HEOFX: CWICX (0.78) vs HEOFX (0.72). CWICX was incepted earlier than HEOFX: CWICX (23 years) vs HEOFX (8 years). CWICX (1.53) is less costly to investors than HEOFX (0.79). HEOFX is a more actively managed with annual turnover of: 108.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than HEOFX: CWICX (250) vs HEOFX (1000000). HEOFX annual gain was more profitable for investors over the last year : 13.31 vs. CWICX (12.19). HEOFX return over 5 years is better than : 56.56 vs. CWICX (49.21).
CWICXHEOFXCWICX / HEOFX
Total Expense Ratio1.530.69222%
Annual Report Gross Expense Ratio1.530.79194%
Fund Existence23 years8 years-
Gain YTD14.45515.81291%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets138B125M110,400%
Annual Yield % from dividends0.780.72109%
Returns for 1 year12.1913.3192%
Returns for 3 years47.7039.63120%
Returns for 5 years49.2156.5687%
Returns for 10 years72.95N/A-
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