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CWICX vs HEOMX
CWICX vs HEOMX Comparison
Open Charts CWICX vs HEOMX
American Funds Capital World Gr&Inc 529C
Price$68.55
Change+$0.25 (+0.37%)
VolumeN/A
Net Assets130.86B
Hartford Climate Opportunities A
Price$17.39
Change+$0.09 (+0.52%)
VolumeN/A
Net Assets121.38M
CWICX vs HEOMX Comparison Chart
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CWICX vs. HEOMX 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 HEOMX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 131B vs. HEOMX (121M). CWICX pays higher dividends than HEOMX: CWICX (0.82) vs HEOMX (0.29). CWICX was incepted earlier than HEOMX: CWICX (23 years) vs HEOMX (9 years). CWICX (1.53) is less costly to investors than HEOMX (1.17). HEOMX is a more actively managed with annual turnover of: 108.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than HEOMX: CWICX (250) vs HEOMX (2000). CWICX annual gain was more profitable for investors over the last year : 5.54 vs. HEOMX (3.41). HEOMX return over 5 years is better than : 55.03 vs. CWICX (44.63).
| CWICX | HEOMX | CWICX / HEOMX | |
| Total Expense Ratio | 1.53 | 1.17 | 131% |
| Annual Report Gross Expense Ratio | 1.53 | 1.17 | 131% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 8.680 | 7.788 | 111% |
| Front Load | N/A | 6% | - |
| 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 | 0.29 | 285% |
| Returns for 1 year | 5.54 | 3.41 | 162% |
| Returns for 3 years | 28.16 | 17.99 | 157% |
| Returns for 5 years | 44.63 | 55.03 | 81% |
| Returns for 10 years | 61.86 | N/A | - |
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