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CWICX vs HEOTX
CWICX vs HEOTX Comparison
Open Charts CWICX vs HEOTX
American Funds Capital World Gr&Inc 529C
Price$68.55
Change+$0.25 (+0.37%)
VolumeN/A
Net Assets130.86B
Hartford Climate Opportunities R5
Price$16.97
Change+$0.10 (+0.59%)
VolumeN/A
Net Assets121.38M
CWICX vs HEOTX Comparison Chart
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CWICX vs. HEOTX commentary
Jun 07, 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.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 131B vs. HEOTX (121M). CWICX pays higher dividends than HEOTX: CWICX (0.82) vs HEOTX (0.66). 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). CWICX annual gain was more profitable for investors over the last year : 5.54 vs. HEOTX (3.72). HEOTX return over 5 years is better than : 57.11 vs. CWICX (44.63).
| 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 | 8.680 | 7.933 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 121M | 108,264% |
| Annual Yield % from dividends | 0.82 | 0.66 | 124% |
| Returns for 1 year | 5.54 | 3.72 | 149% |
| Returns for 3 years | 28.16 | 19.25 | 146% |
| Returns for 5 years | 44.63 | 57.11 | 78% |
| Returns for 10 years | 61.86 | N/A | - |
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