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CWICX vs HEOIX
CWICX vs HEOIX Comparison
Open Charts CWICX vs HEOIX
American Funds Capital World Gr&Inc 529C
Price$68.55
Change+$0.25 (+0.37%)
VolumeN/A
Net Assets130.86B
Hartford Climate Opportunities I
Price$17.09
Change+$0.09 (+0.53%)
VolumeN/A
Net Assets121.38M
CWICX vs HEOIX Comparison Chart
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CWICX vs. HEOIX commentary
Jun 07, 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 Buy and HEOIX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 131B vs. HEOIX (121M). CWICX pays higher dividends than HEOIX: CWICX (0.82) vs HEOIX (0.58). CWICX was incepted earlier than HEOIX: CWICX (23 years) vs HEOIX (9 years). CWICX (1.53) is less costly to investors than HEOIX (0.91). 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). CWICX annual gain was more profitable for investors over the last year : 5.54 vs. HEOIX (3.67). HEOIX return over 5 years is better than : 56.74 vs. CWICX (44.63).
| CWICX | HEOIX | CWICX / HEOIX | |
| Total Expense Ratio | 1.53 | 0.89 | 172% |
| Annual Report Gross Expense Ratio | 1.53 | 0.91 | 168% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 8.680 | 7.868 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 121M | 108,264% |
| Annual Yield % from dividends | 0.82 | 0.58 | 141% |
| Returns for 1 year | 5.54 | 3.67 | 151% |
| Returns for 3 years | 28.16 | 18.96 | 149% |
| Returns for 5 years | 44.63 | 56.74 | 79% |
| Returns for 10 years | 61.86 | N/A | - |
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