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CWICX vs HEOSX
CWICX vs HEOSX Comparison
Open Charts CWICX vs HEOSX
American Funds Capital World Gr&Inc 529C
Price$68.55
Change+$0.25 (+0.37%)
VolumeN/A
Net Assets130.86B
Hartford Climate Opportunities R4
Price$17.10
Change+$0.09 (+0.53%)
VolumeN/A
Net Assets121.38M
CWICX vs HEOSX Comparison Chart
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CWICX vs. HEOSX 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 HEOSX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 131B vs. HEOSX (121M). CWICX pays higher dividends than HEOSX: CWICX (0.82) vs HEOSX (0.37). CWICX was incepted earlier than HEOSX: CWICX (23 years) vs HEOSX (9 years). CWICX (1.53) is less costly to investors than HEOSX (1.21). HEOSX is a more actively managed with annual turnover of: 108.00 vs. CWICX (27.00). HEOSX has a lower initial minimum investment than CWICX: HEOSX (0) vs CWICX (250). CWICX annual gain was more profitable for investors over the last year : 5.54 vs. HEOSX (3.43). HEOSX return over 5 years is better than : 55.75 vs. CWICX (44.63).
| CWICX | HEOSX | CWICX / HEOSX | |
| Total Expense Ratio | 1.53 | 1.11 | 138% |
| Annual Report Gross Expense Ratio | 1.53 | 1.21 | 126% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 8.680 | 7.658 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 121M | 108,264% |
| Annual Yield % from dividends | 0.82 | 0.37 | 222% |
| Returns for 1 year | 5.54 | 3.43 | 161% |
| Returns for 3 years | 28.16 | 18.31 | 154% |
| Returns for 5 years | 44.63 | 55.75 | 80% |
| Returns for 10 years | 61.86 | N/A | - |
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