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CWICX vs HEOFX
CWICX vs HEOFX Comparison
Open Charts CWICX vs HEOFX
American Funds Capital World Gr&Inc 529C
Price$71.96
Change-$0.20 (-0.28%)
VolumeN/A
Net Assets137.74B
Hartford Climate Opportunities F
Price$18.70
Change-$0.05 (-0.27%)
VolumeN/A
Net Assets125.49M
CWICX vs HEOFX Comparison Chart in %
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CWICX vs. HEOFX commentary
Jul 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 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 (0.72). 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 : 13.31 vs. CWICX (12.19). HEOFX return over 5 years is better than : 56.56 vs. CWICX (49.21).
| 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 | 14.455 | 15.812 | 91% |
| 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 | 0.72 | 109% |
| Returns for 1 year | 12.19 | 13.31 | 92% |
| Returns for 3 years | 47.70 | 39.63 | 120% |
| Returns for 5 years | 49.21 | 56.56 | 87% |
| Returns for 10 years | 72.95 | N/A | - |
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