Interact to see
Advertisement
Advertisement
CWICX vs HEOIX
CWICX vs HEOIX Comparison
Open Charts CWICX vs HEOIX
American Funds Capital World Gr&Inc 529C
Price$74.40
Change-$0.27 (-0.36%)
VolumeN/A
Net Assets140.8B
Hartford Climate Opportunities I
Price$17.97
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets121.7M
CWICX vs HEOIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWICX vs. HEOIX commentary
Sep 18, 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: 141B vs. HEOIX (122M). CWICX pays higher dividends than HEOIX: CWICX (0.77) vs HEOIX (0.54). 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 : 12.46 vs. HEOIX (7.49). CWICX return over 5 years is better than : 50.29 vs. HEOIX (44.29).
| 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 | 18.410 | 14.150 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 122M | 115,574% |
| Annual Yield % from dividends | 0.77 | 0.54 | 142% |
| Returns for 1 year | 12.46 | 7.49 | 166% |
| Returns for 3 years | 56.18 | 35.22 | 160% |
| Returns for 5 years | 50.29 | 44.29 | 114% |
| Returns for 10 years | 89.20 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement