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CWICX vs HEOFX
CWICX vs HEOFX Comparison
Open Charts CWICX vs HEOFX
American Funds Capital World Gr&Inc 529C
Price$61.28
Change-$2.22 (-3.50%)
VolumeN/A
Net Assets123.19B
Hartford Climate Opportunities F
Price$15.75
Change-$0.54 (-3.31%)
VolumeN/A
Net Assets117.44M
CWICX vs HEOFX Comparison Chart
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CWICX vs. HEOFX commentary
Apr 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 Buy and HEOFX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 123B vs. HEOFX (117M). 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). CWICX annual gain was more profitable for investors over the last year : -0.54 vs. HEOFX (-0.96). HEOFX return over 5 years is better than : 97.28 vs. CWICX (66.86).
| 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 | 0.674 | 0.618 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 117M | 105,128% |
| Annual Yield % from dividends | 0.87 | 0.80 | 109% |
| Returns for 1 year | -0.54 | -0.96 | 56% |
| Returns for 3 years | 10.74 | 4.26 | 252% |
| Returns for 5 years | 66.86 | 97.28 | 69% |
| Returns for 10 years | 49.18 | N/A | - |
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