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CWICX vs HEOMX
CWICX vs HEOMX Comparison
Open Charts CWICX vs HEOMX
American Funds Capital World Gr&Inc 529C
Price$74.40
Change-$0.27 (-0.36%)
VolumeN/A
Net Assets140.8B
Hartford Climate Opportunities A
Price$18.27
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets121.7M
CWICX vs HEOMX Comparison Chart in %
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CWICX vs. HEOMX 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 HEOMX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 141B vs. HEOMX (122M). CWICX pays higher dividends than HEOMX: CWICX (0.77) vs HEOMX (0.27). CWICX was incepted earlier than HEOMX: CWICX (24 years) vs HEOMX (10 years). CWICX (1.53) is less costly to investors than HEOMX (1.17). HEOMX is a more actively managed with annual turnover of: 75.00 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 : 12.46 vs. HEOMX (7.22). CWICX return over 5 years is better than : 50.29 vs. HEOMX (42.75).
| CWICX | HEOMX | CWICX / HEOMX | |
| Total Expense Ratio | 1.53 | 1.17 | 131% |
| Annual Report Gross Expense Ratio | 1.53 | 1.17 | 131% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 18.410 | 13.956 | 132% |
| Front Load | N/A | 6% | - |
| 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 | 0.27 | 286% |
| Returns for 1 year | 12.46 | 7.22 | 172% |
| Returns for 3 years | 56.18 | 34.02 | 165% |
| Returns for 5 years | 50.29 | 42.75 | 118% |
| Returns for 10 years | 89.20 | N/A | - |
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