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CWICX vs HEOFX
CWICX vs HEOFX Comparison
Open Charts CWICX vs HEOFX
American Funds Capital World Gr&Inc 529C
Price$70.67
Change+$0.24 (+0.34%)
VolumeN/A
Net Assets134.69B
Hartford Climate Opportunities F
Price$18.15
Change+$0.11 (+0.61%)
VolumeN/A
Net Assets122.5M
CWICX vs HEOFX Comparison Chart in %
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CWICX vs. HEOFX commentary
Jul 04, 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 HEOFX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 135B vs. HEOFX (123M). 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 : 10.34 vs. CWICX (8.74). HEOFX return over 5 years is better than : 63.23 vs. CWICX (50.01).
| CWICX | HEOFX | CWICX / HEOFX | |
| Total Expense Ratio | 1.53 | 0.69 | 222% |
| Annual Report Gross Expense Ratio | 1.53 | 0.79 | 194% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 12.403 | 11.427 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 123M | 109,756% |
| Annual Yield % from dividends | 0.78 | 0.72 | 109% |
| Returns for 1 year | 8.74 | 10.34 | 84% |
| Returns for 3 years | 47.22 | 37.63 | 125% |
| Returns for 5 years | 50.01 | 63.23 | 79% |
| Returns for 10 years | 67.85 | N/A | - |
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