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CWICX vs HEOSX
CWICX vs HEOSX Comparison
Open Charts CWICX vs HEOSX
American Funds Capital World Gr&Inc 529C
Price$60.59
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.17B
Hartford Climate Opportunities R4
Price$15.24
Change+$0.12 (+0.79%)
VolumeN/A
Net Assets110.92M
CWICX vs HEOSX Comparison Chart
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CWICX vs. HEOSX commentary
Apr 18, 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: 117B vs. HEOSX (111M). CWICX pays higher dividends than HEOSX: CWICX (0.87) 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 (1.23). 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 : -1.69 vs. HEOSX (-1.94). HEOSX return over 5 years is better than : 63.55 vs. CWICX (42.38).
| CWICX | HEOSX | CWICX / HEOSX | |
| Total Expense Ratio | 1.53 | 1.11 | 138% |
| Annual Report Gross Expense Ratio | 1.53 | 1.23 | 124% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | -3.940 | -4.304 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 111M | 105,405% |
| Annual Yield % from dividends | 0.87 | 0.39 | 222% |
| Returns for 1 year | -1.69 | -1.94 | 87% |
| Returns for 3 years | 10.19 | 2.70 | 377% |
| Returns for 5 years | 42.38 | 63.55 | 67% |
| Returns for 10 years | 40.39 | N/A | - |
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