CWICX
Price
$70.03
Change
+$0.79 (+1.14%)
Updated
Jun 26 closing price
Net Assets
132.68B
HEOSX
Price
$17.29
Change
+$0.18 (+1.05%)
Updated
Jun 26 closing price
Net Assets
119.69M
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CWICX vs HEOSX

Header iconCWICX vs HEOSX Comparison
Open Charts CWICX vs HEOSXBanner chart's image
American Funds Capital World Gr&Inc 529C
Price$70.03
Change+$0.79 (+1.14%)
VolumeN/A
Net Assets132.68B
Hartford Climate Opportunities R4
Price$17.29
Change+$0.18 (+1.05%)
VolumeN/A
Net Assets119.69M
CWICX vs HEOSX Comparison Chart in %
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CWICX vs. HEOSX commentary
Jun 27, 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.

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FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 133B vs. HEOSX (120M). 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 : 8.26 vs. HEOSX (6.29). HEOSX return over 5 years is better than : 62.50 vs. CWICX (53.79).
CWICXHEOSXCWICX / HEOSX
Total Expense Ratio1.531.11138%
Annual Report Gross Expense Ratio1.531.21126%
Fund Existence23 years9 years-
Gain YTD11.3858.291137%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets133B120M110,833%
Annual Yield % from dividends0.820.37222%
Returns for 1 year8.266.29131%
Returns for 3 years42.9230.23142%
Returns for 5 years53.7962.5086%
Returns for 10 years67.19N/A-
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