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CWICX vs HEOIX
CWICX vs HEOIX Comparison
Open Charts CWICX vs HEOIX
American Funds Capital World Gr&Inc 529C
Price$59.36
Change-$0.98 (-1.62%)
VolumeN/A
Net Assets116.98B
Hartford Climate Opportunities I
Price$14.80
Change-$0.34 (-2.25%)
VolumeN/A
Net Assets111.77M
CWICX vs HEOIX Comparison Chart
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CWICX vs. HEOIX commentary
Apr 11, 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 Hold and HEOIX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 117B vs. HEOIX (112M). CWICX pays higher dividends than HEOIX: CWICX (0.87) vs HEOIX (0.62). CWICX was incepted earlier than HEOIX: CWICX (23 years) vs HEOIX (9 years). CWICX (1.53) is less costly to investors than HEOIX (0.93). HEOIX is a more actively managed with annual turnover of: 108.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than HEOIX: CWICX (250) vs HEOIX (2000). HEOIX (-4.61) and CWICX (-4.79) have marching annual gain over last year. HEOIX return over 5 years is better than : 66.05 vs. CWICX (45.55).
| CWICX | HEOIX | CWICX / HEOIX | |
| Total Expense Ratio | 1.53 | 0.89 | 172% |
| Annual Report Gross Expense Ratio | 1.53 | 0.93 | 165% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | -4.336 | -3.934 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 112M | 104,464% |
| Annual Yield % from dividends | 0.87 | 0.62 | 141% |
| Returns for 1 year | -4.79 | -4.61 | 104% |
| Returns for 3 years | 9.16 | 2.85 | 322% |
| Returns for 5 years | 45.55 | 66.05 | 69% |
| Returns for 10 years | 40.10 | N/A | - |