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CWICX vs HEOIX
CWICX vs HEOIX Comparison
Open Charts CWICX vs HEOIX
American Funds Capital World Gr&Inc 529C
Price$74.23
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
Hartford Climate Opportunities I
Price$18.12
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets118.23M
CWICX vs HEOIX Comparison Chart in %
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CWICX vs. HEOIX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 139B vs. HEOIX (118M). CWICX pays higher dividends than HEOIX: CWICX (0.70) vs HEOIX (0.52). CWICX was incepted earlier than HEOIX: CWICX (24 years) vs HEOIX (10 years). CWICX (1.53) is less costly to investors than HEOIX (0.91). HEOIX is a more actively managed with annual turnover of: 75.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than HEOIX: CWICX (250) vs HEOIX (2000). CWICX annual gain was more profitable for investors over the last year : 11.33 vs. HEOIX (8.54). CWICX return over 5 years is better than : 39.45 vs. HEOIX (28.75).
| CWICX | HEOIX | CWICX / HEOIX | |
| Total Expense Ratio | 1.53 | 0.89 | 172% |
| Annual Report Gross Expense Ratio | 1.53 | 0.91 | 168% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 18.139 | 14.784 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 118M | 117,797% |
| Annual Yield % from dividends | 0.70 | 0.52 | 135% |
| Returns for 1 year | 11.33 | 8.54 | 133% |
| Returns for 3 years | 48.16 | 30.60 | 157% |
| Returns for 5 years | 39.45 | 28.75 | 137% |
| Returns for 10 years | 81.77 | N/A | - |
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