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CWICX vs HEOIX
CWICX vs HEOIX Comparison
Open Charts CWICX vs HEOIX
American Funds Capital World Gr&Inc 529C
Price$64.42
Change+$0.46 (+0.72%)
VolumeN/A
Net Assets126.7B
Hartford Climate Opportunities I
Price$16.32
Change+$0.11 (+0.68%)
VolumeN/A
Net Assets126.06M
CWICX vs HEOIX Comparison Chart
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CWICX vs. HEOIX commentary
Jan 19, 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 HEOIX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 127B vs. HEOIX (126M). CWICX pays higher dividends than HEOIX: CWICX (0.97) vs HEOIX (0.63). CWICX was incepted earlier than HEOIX: CWICX (23 years) vs HEOIX (9 years). 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). HEOIX annual gain was more profitable for investors over the last year : 13.17 vs. CWICX (10.05). HEOIX return over 5 years is better than : 47.18 vs. CWICX (27.25).
| CWICX | HEOIX | CWICX / HEOIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 2.011 | 3.553 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 126M | 100,794% |
| Annual Yield % from dividends | 0.97 | 0.63 | 154% |
| Returns for 1 year | 10.05 | 13.17 | 76% |
| Returns for 3 years | 8.23 | 3.77 | 218% |
| Returns for 5 years | 27.25 | 47.18 | 58% |
| Returns for 10 years | 56.91 | N/A | - |