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CWICX vs HEOFX
CWICX vs HEOFX Comparison
Open Charts CWICX vs HEOFX
American Funds Capital World Gr&Inc 529C
Price$72.67
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
Hartford Climate Opportunities F
Price$18.54
Change+$0.06 (+0.32%)
VolumeN/A
Net Assets121.53M
CWICX vs HEOFX Comparison Chart in %
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CWICX vs. HEOFX commentary
Sep 08, 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 (122M). CWICX pays higher dividends than HEOFX: CWICX (0.77) vs HEOFX (0.70). CWICX was incepted earlier than HEOFX: CWICX (24 years) vs HEOFX (9 years). CWICX (1.53) is less costly to investors than HEOFX (0.79). HEOFX is a more actively managed with annual turnover of: 75.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than HEOFX: CWICX (250) vs HEOFX (1000000). CWICX (12.28) and HEOFX (12.17) have marching annual gain over last year. HEOFX (46.88) and CWICX (45.28) have equivalent 5 years return.
| CWICX | HEOFX | CWICX / HEOFX | |
| Total Expense Ratio | 1.53 | 0.69 | 222% |
| Annual Report Gross Expense Ratio | 1.53 | 0.79 | 194% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 15.585 | 14.515 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 122M | 113,115% |
| Annual Yield % from dividends | 0.77 | 0.70 | 110% |
| Returns for 1 year | 12.28 | 12.17 | 101% |
| Returns for 3 years | 52.00 | 36.20 | 144% |
| Returns for 5 years | 45.28 | 46.88 | 97% |
| Returns for 10 years | 84.13 | N/A | - |
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