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CWICX vs HEOFX
CWICX vs HEOFX Comparison
Open Charts CWICX vs HEOFX
American Funds Capital World Gr&Inc 529C
Price$62.69
Change+$0.98 (+1.59%)
VolumeN/A
Net Assets119.48B
Hartford Climate Opportunities F
Price$16.22
Change+$0.36 (+2.27%)
VolumeN/A
Net Assets113.06M
CWICX vs HEOFX Comparison Chart
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CWICX vs. HEOFX commentary
Apr 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 Buy and HEOFX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 119B vs. HEOFX (113M). CWICX pays higher dividends than HEOFX: CWICX (0.87) vs HEOFX (0.80). CWICX was incepted earlier than HEOFX: CWICX (23 years) vs HEOFX (8 years). CWICX (1.53) is less costly to investors than HEOFX (0.81). 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 : -0.83 vs. CWICX (-2.22). HEOFX return over 5 years is better than : 71.64 vs. CWICX (45.47).
| CWICX | HEOFX | CWICX / HEOFX | |
| Total Expense Ratio | 1.53 | 0.69 | 222% |
| Annual Report Gross Expense Ratio | 1.53 | 0.81 | 189% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | -3.464 | -2.038 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 113M | 105,310% |
| Annual Yield % from dividends | 0.87 | 0.80 | 109% |
| Returns for 1 year | -2.22 | -0.83 | 269% |
| Returns for 3 years | 14.01 | 8.89 | 158% |
| Returns for 5 years | 45.47 | 71.64 | 63% |
| Returns for 10 years | 39.44 | N/A | - |