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$72.64
Change+$0.35 (+0.48%)
VolumeN/A
Net Assets136.73B
Hartford Climate Opportunities R5
Price$18.02
Change+$0.07 (+0.39%)
VolumeN/A
Net Assets123.18M
CWICX vs HEOTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWICX vs. HEOTX commentary
Aug 29, 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: 137B vs. HEOTX (123M). CWICX pays higher dividends than HEOTX: CWICX (0.78) vs HEOTX (0.62). CWICX was incepted earlier than HEOTX: CWICX (24 years) vs HEOTX (10 years). CWICX (1.53) is less costly to investors than HEOTX (0.89). 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 : 10.49 vs. CWICX (9.78). CWICX (42.45) and HEOTX (42.41) 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 | 24 years | 10 years | - |
| Gain YTD | 15.537 | 14.843 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 123M | 111,382% |
| Annual Yield % from dividends | 0.78 | 0.62 | 126% |
| Returns for 1 year | 9.78 | 10.49 | 93% |
| Returns for 3 years | 47.54 | 32.45 | 146% |
| Returns for 5 years | 42.45 | 42.41 | 100% |
| Returns for 10 years | 83.10 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers