CWICX
Price
$57.59
Change
-$3.69 (-6.02%)
Updated
Apr 4 closing price
Net Assets
118.88B
HEOTX
Price
$14.38
Change
-$0.83 (-5.46%)
Updated
Apr 4 closing price
Net Assets
113.49M
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CWICX vs HEOTX

Header iconCWICX vs HEOTX Comparison
Open Charts CWICX vs HEOTXBanner chart's image
American Funds Capital World Gr&Inc 529C
Price$57.59
Change-$3.69 (-6.02%)
VolumeN/A
Net Assets118.88B
Hartford Climate Opportunities R5
Price$14.38
Change-$0.83 (-5.46%)
VolumeN/A
Net Assets113.49M
CWICX vs HEOTX Comparison Chart
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CWICX vs. HEOTX commentary
Apr 05, 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 HEOTX is a Buy.

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FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 119B vs. HEOTX (113M). CWICX pays higher dividends than HEOTX: CWICX (0.87) vs HEOTX (0.71). CWICX was incepted earlier than HEOTX: CWICX (23 years) vs HEOTX (9 years). CWICX (1.53) is less costly to investors than HEOTX (0.92). 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). CWICX annual gain was more profitable for investors over the last year : -0.54 vs. HEOTX (-1.12). HEOTX return over 5 years is better than : 95.68 vs. CWICX (66.86).
CWICXHEOTXCWICX / HEOTX
Total Expense Ratio1.530.81189%
Annual Report Gross Expense Ratio1.530.92166%
Fund Existence23 years9 years-
Gain YTD0.6740.640105%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets119B113M105,310%
Annual Yield % from dividends0.870.71123%
Returns for 1 year-0.54-1.1248%
Returns for 3 years10.743.83280%
Returns for 5 years66.8695.6870%
Returns for 10 years49.18N/A-
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