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CWICX vs HEOSX
CWICX vs HEOSX Comparison
Open Charts CWICX vs HEOSX
American Funds Capital World Gr&Inc 529C
Price$65.80
Change-$0.88 (-1.32%)
VolumeN/A
Net Assets128.43B
Hartford Climate Opportunities R4
Price$16.45
Change-$0.24 (-1.44%)
VolumeN/A
Net Assets125.78M
CWICX vs HEOSX Comparison Chart
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CWICX vs. HEOSX commentary
Feb 23, 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 HEOSX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 128B vs. HEOSX (126M). CWICX pays higher dividends than HEOSX: CWICX (0.97) vs HEOSX (0.42). CWICX was incepted earlier than HEOSX: CWICX (23 years) vs HEOSX (9 years). HEOSX is a more actively managed with annual turnover of: 75.00 vs. CWICX (27.00). HEOSX has a lower initial minimum investment than CWICX: HEOSX (0) vs CWICX (250). HEOSX annual gain was more profitable for investors over the last year : 7.73 vs. CWICX (6.24). HEOSX return over 5 years is better than : 44.90 vs. CWICX (32.14).
| CWICX | HEOSX | CWICX / HEOSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 4.196 | 4.114 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 126M | 101,587% |
| Annual Yield % from dividends | 0.97 | 0.42 | 231% |
| Returns for 1 year | 6.24 | 7.73 | 81% |
| Returns for 3 years | 16.16 | 12.11 | 133% |
| Returns for 5 years | 32.14 | 44.90 | 72% |
| Returns for 10 years | 53.44 | N/A | - |