Interact to see
Advertisement
Advertisement
CWICX vs HEOTX
CWICX vs HEOTX Comparison
Open Charts CWICX vs HEOTX
American Funds Capital World Gr&Inc 529C
Price$71.03
Change+$0.18 (+0.25%)
VolumeN/A
Net Assets135.09B
Hartford Climate Opportunities R5
Price$17.77
Change+$0.09 (+0.51%)
VolumeN/A
Net Assets122.03M
CWICX vs HEOTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWICX vs. HEOTX commentary
Aug 08, 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 HEOTX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 135B vs. HEOTX (122M). CWICX pays higher dividends than HEOTX: CWICX (0.78) vs HEOTX (0.62). CWICX was incepted earlier than HEOTX: CWICX (23 years) vs HEOTX (9 years). CWICX (1.53) is less costly to investors than HEOTX (0.89). HEOTX is a more actively managed with annual turnover of: 108.00 vs. CWICX (27.00). HEOTX has a lower initial minimum investment than CWICX: HEOTX (0) vs CWICX (250). HEOTX annual gain was more profitable for investors over the last year : 16.45 vs. CWICX (15.51). HEOTX (45.51) and CWICX (44.43) have equivalent 5 years return.
| CWICX | HEOTX | CWICX / HEOTX | |
| Total Expense Ratio | 1.53 | 0.81 | 189% |
| Annual Report Gross Expense Ratio | 1.53 | 0.89 | 172% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 12.976 | 13.116 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 122M | 110,656% |
| Annual Yield % from dividends | 0.78 | 0.62 | 126% |
| Returns for 1 year | 15.51 | 16.45 | 94% |
| Returns for 3 years | 40.81 | 27.89 | 146% |
| Returns for 5 years | 44.43 | 45.51 | 98% |
| Returns for 10 years | 66.50 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement