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CWICX vs HEOMX
CWICX vs HEOMX Comparison
Open Charts CWICX vs HEOMX
American Funds Capital World Gr&Inc 529C
Price$71.18
Change+$0.28 (+0.39%)
VolumeN/A
Net Assets135.41B
Hartford Climate Opportunities A
Price$18.08
Change+$0.19 (+1.06%)
VolumeN/A
Net Assets121.51M
CWICX vs HEOMX Comparison Chart in %
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CWICX vs. HEOMX commentary
Jul 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 Buy and HEOMX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 135B vs. HEOMX (122M). CWICX pays higher dividends than HEOMX: CWICX (0.78) vs HEOMX (0.28). 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 : 8.09 vs. HEOMX (6.06). HEOMX (49.50) and CWICX (47.27) have equivalent 5 years return.
| 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 | 13.215 | 11.464 | 115% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 122M | 110,656% |
| Annual Yield % from dividends | 0.78 | 0.28 | 284% |
| Returns for 1 year | 8.09 | 6.06 | 134% |
| Returns for 3 years | 50.53 | 38.07 | 133% |
| Returns for 5 years | 47.27 | 49.50 | 95% |
| Returns for 10 years | 66.05 | N/A | - |