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CWICX vs HEOSX
CWICX vs HEOSX Comparison
Open Charts CWICX vs HEOSX
American Funds Capital World Gr&Inc 529C
Price$64.69
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.97B
Hartford Climate Opportunities R4
Price$16.45
Change+$0.07 (+0.43%)
VolumeN/A
Net Assets119.18M
CWICX vs HEOSX Comparison Chart
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CWICX vs. HEOSX commentary
May 12, 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: 125B vs. HEOSX (119M). CWICX pays higher dividends than HEOSX: CWICX (0.86) vs HEOSX (0.39). 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 : 1.42 vs. HEOSX (-0.09). HEOSX return over 5 years is better than : 72.63 vs. CWICX (49.70).
| 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 | 2.560 | 4.114 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 119M | 105,042% |
| Annual Yield % from dividends | 0.86 | 0.39 | 223% |
| Returns for 1 year | 1.42 | -0.09 | -1,510% |
| Returns for 3 years | 29.53 | 23.08 | 128% |
| Returns for 5 years | 49.70 | 72.63 | 68% |
| Returns for 10 years | 49.95 | N/A | - |
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