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CWICX vs HEOMX
CWICX vs HEOMX Comparison
Open Charts CWICX vs HEOMX
American Funds Capital World Gr&Inc 529C
Price$61.28
Change-$2.22 (-3.50%)
VolumeN/A
Net Assets123.19B
Hartford Climate Opportunities A
Price$15.60
Change-$0.53 (-3.29%)
VolumeN/A
Net Assets117.44M
CWICX vs HEOMX Comparison Chart
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CWICX vs. HEOMX commentary
Apr 05, 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: 123B vs. HEOMX (117M). CWICX pays higher dividends than HEOMX: CWICX (0.87) vs HEOMX (0.31). CWICX was incepted earlier than HEOMX: CWICX (23 years) vs HEOMX (9 years). CWICX (1.53) is less costly to investors than HEOMX (1.20). 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 : -0.54 vs. HEOMX (-1.53). HEOMX return over 5 years is better than : 93.06 vs. CWICX (66.86).
| CWICX | HEOMX | CWICX / HEOMX | |
| Total Expense Ratio | 1.53 | 1.19 | 129% |
| Annual Report Gross Expense Ratio | 1.53 | 1.20 | 128% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 0.674 | 0.498 | 135% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 117M | 105,128% |
| Annual Yield % from dividends | 0.87 | 0.31 | 284% |
| Returns for 1 year | -0.54 | -1.53 | 35% |
| Returns for 3 years | 10.74 | 2.69 | 400% |
| Returns for 5 years | 66.86 | 93.06 | 72% |
| Returns for 10 years | 49.18 | N/A | - |