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CWICX vs HEOIX
CWICX vs HEOIX Comparison
Open Charts CWICX vs HEOIX
American Funds Capital World Gr&Inc 529C
Price$70.67
Change+$0.24 (+0.34%)
VolumeN/A
Net Assets134.69B
Hartford Climate Opportunities I
Price$17.65
Change+$0.11 (+0.63%)
VolumeN/A
Net Assets122.5M
CWICX vs HEOIX Comparison Chart in %
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CWICX vs. HEOIX commentary
Jul 03, 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: 135B vs. HEOIX (123M). CWICX pays higher dividends than HEOIX: CWICX (0.78) vs HEOIX (0.56). 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). HEOIX annual gain was more profitable for investors over the last year : 10.03 vs. CWICX (8.74). HEOIX return over 5 years is better than : 61.57 vs. CWICX (50.01).
| 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 | 12.403 | 11.294 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 123M | 109,756% |
| Annual Yield % from dividends | 0.78 | 0.56 | 141% |
| Returns for 1 year | 8.74 | 10.03 | 87% |
| Returns for 3 years | 47.22 | 36.65 | 129% |
| Returns for 5 years | 50.01 | 61.57 | 81% |
| Returns for 10 years | 67.85 | N/A | - |
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