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CWICX vs HEOTX
CWICX vs HEOTX Comparison
Open Charts CWICX vs HEOTX
American Funds Capital World Gr&Inc 529C
Price$64.42
Change+$0.46 (+0.72%)
VolumeN/A
Net Assets126.7B
Hartford Climate Opportunities R5
Price$16.20
Change+$0.12 (+0.75%)
VolumeN/A
Net Assets126.99M
CWICX vs HEOTX Comparison Chart
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CWICX vs. HEOTX commentary
Jan 19, 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: 127B vs. HEOTX (127M). CWICX pays higher dividends than HEOTX: CWICX (0.97) vs HEOTX (0.71). CWICX was incepted earlier than HEOTX: CWICX (23 years) vs HEOTX (9 years). HEOTX is a more actively managed with annual turnover of: 75.00 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 : 13.29 vs. CWICX (10.05). HEOTX return over 5 years is better than : 47.55 vs. CWICX (27.25).
| CWICX | HEOTX | CWICX / HEOTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 2.011 | 3.647 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 127M | 100,000% |
| Annual Yield % from dividends | 0.97 | 0.71 | 137% |
| Returns for 1 year | 10.05 | 13.29 | 76% |
| Returns for 3 years | 8.23 | 4.06 | 203% |
| Returns for 5 years | 27.25 | 47.55 | 57% |
| Returns for 10 years | 56.91 | N/A | - |