Interact to see
Advertisement
Advertisement
CWICX vs HEOFX
CWICX vs HEOFX Comparison
Open Charts CWICX vs HEOFX
American Funds Capital World Gr&Inc 529C
Price$72.21
Change-$0.02 (-0.03%)
VolumeN/A
Net Assets137.56B
Hartford Climate Opportunities F
Price$18.63
Change-$0.15 (-0.80%)
VolumeN/A
Net Assets124.67M
CWICX vs HEOFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWICX vs. HEOFX commentary
Aug 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 StrongBuy and HEOFX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 138B vs. HEOFX (125M). CWICX pays higher dividends than HEOFX: CWICX (0.78) vs HEOFX (0.71). 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 : 15.64 vs. CWICX (12.24). HEOFX return over 5 years is better than : 48.67 vs. CWICX (45.55).
| 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 | 14.853 | 15.998 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 125M | 110,400% |
| Annual Yield % from dividends | 0.78 | 0.71 | 111% |
| Returns for 1 year | 12.24 | 15.64 | 78% |
| Returns for 3 years | 39.34 | 27.07 | 145% |
| Returns for 5 years | 45.55 | 48.67 | 94% |
| Returns for 10 years | 71.44 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement