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CWICX vs HEOTX
CWICX vs HEOTX Comparison
Open Charts CWICX vs HEOTX
American Funds Capital World Gr&Inc 529C
Price$74.23
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
Hartford Climate Opportunities R5
Price$17.99
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets118.23M
CWICX vs HEOTX Comparison Chart in %
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CWICX vs. HEOTX commentary
Nov 20, 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 Hold and HEOTX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 139B vs. HEOTX (118M). CWICX pays higher dividends than HEOTX: CWICX (0.70) vs HEOTX (0.59). 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). CWICX annual gain was more profitable for investors over the last year : 11.33 vs. HEOTX (8.63). CWICX return over 5 years is better than : 39.45 vs. HEOTX (29.11).
| 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 | 18.139 | 14.907 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 118M | 117,797% |
| Annual Yield % from dividends | 0.70 | 0.59 | 118% |
| Returns for 1 year | 11.33 | 8.63 | 131% |
| Returns for 3 years | 48.16 | 30.93 | 156% |
| Returns for 5 years | 39.45 | 29.11 | 136% |
| Returns for 10 years | 81.77 | N/A | - |
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