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CWICX vs HEOMX
CWICX vs HEOMX Comparison
Open Charts CWICX vs HEOMX
American Funds Capital World Gr&Inc 529C
Price$71.38
Change+$0.35 (+0.49%)
VolumeN/A
Net Assets135.35B
Hartford Climate Opportunities A
Price$18.24
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets122.66M
CWICX vs HEOMX Comparison Chart in %
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CWICX vs. HEOMX commentary
Aug 10, 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: 135B vs. HEOMX (123M). CWICX pays higher dividends than HEOMX: CWICX (0.78) vs HEOMX (0.27). 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). HEOMX annual gain was more profitable for investors over the last year : 14.59 vs. CWICX (13.46). CWICX (45.14) and HEOMX (44.34) 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 | 13.533 | 13.458 | 101% |
| Front Load | N/A | 6% | - |
| 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 | 0.27 | 290% |
| Returns for 1 year | 13.46 | 14.59 | 92% |
| Returns for 3 years | 42.29 | 27.71 | 153% |
| Returns for 5 years | 45.14 | 44.34 | 102% |
| Returns for 10 years | 69.00 | N/A | - |
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