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CWICX vs HEOFX
CWICX vs HEOFX Comparison
Open Charts CWICX vs HEOFX
American Funds Capital World Gr&Inc 529C
Price$67.39
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets129.24B
Hartford Climate Opportunities F
Price$17.28
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets121.07M
CWICX vs HEOFX Comparison Chart
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CWICX vs. HEOFX commentary
Jun 01, 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: 129B vs. HEOFX (121M). CWICX pays higher dividends than HEOFX: CWICX (0.82) vs HEOFX (0.75). 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). CWICX annual gain was more profitable for investors over the last year : 5.57 vs. HEOFX (2.34). HEOFX return over 5 years is better than : 66.98 vs. CWICX (49.76).
| 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 | 6.841 | 6.733 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 121M | 106,612% |
| Annual Yield % from dividends | 0.82 | 0.75 | 109% |
| Returns for 1 year | 5.57 | 2.34 | 238% |
| Returns for 3 years | 26.54 | 20.16 | 132% |
| Returns for 5 years | 49.76 | 66.98 | 74% |
| Returns for 10 years | 56.86 | N/A | - |
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