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$75.66
Change+$0.04 (+0.05%)
VolumeN/A
Net Assets142.48B
Hartford Climate Opportunities R5
Price$18.50
Change+$0.14 (+0.76%)
VolumeN/A
Net Assets123.6M
CWICX vs HEOTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWICX vs. HEOTX commentary
Oct 08, 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: 142B vs. HEOTX (124M). CWICX pays higher dividends than HEOTX: CWICX (0.71) vs HEOTX (0.61). 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 : 11.39 vs. HEOTX (8.44). CWICX return over 5 years is better than : 51.03 vs. HEOTX (41.43).
| 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 | 20.415 | 17.466 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 124M | 114,516% |
| Annual Yield % from dividends | 0.71 | 0.61 | 117% |
| Returns for 1 year | 11.39 | 8.44 | 135% |
| Returns for 3 years | 66.96 | 50.88 | 132% |
| Returns for 5 years | 51.03 | 41.43 | 123% |
| Returns for 10 years | 87.38 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement