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CWICX vs HEOTX
CWICX vs HEOTX Comparison
Open Charts CWICX vs HEOTX
American Funds Capital World Gr&Inc 529C
Price$62.69
Change+$0.98 (+1.59%)
VolumeN/A
Net Assets119.48B
Hartford Climate Opportunities R5
Price$15.66
Change+$0.35 (+2.29%)
VolumeN/A
Net Assets113.06M
CWICX vs HEOTX Comparison Chart
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CWICX vs. HEOTX commentary
Apr 25, 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: 119B vs. HEOTX (113M). CWICX pays higher dividends than HEOTX: CWICX (0.87) vs HEOTX (0.71). CWICX was incepted earlier than HEOTX: CWICX (23 years) vs HEOTX (9 years). CWICX (1.53) is less costly to investors than HEOTX (0.92). 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 : 0.67 vs. HEOTX (-1.04). HEOTX return over 5 years is better than : 70.36 vs. CWICX (49.77).
| CWICX | HEOTX | CWICX / HEOTX | |
| Total Expense Ratio | 1.53 | 0.81 | 189% |
| Annual Report Gross Expense Ratio | 1.53 | 0.92 | 166% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | -0.610 | -2.047 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 113M | 105,310% |
| Annual Yield % from dividends | 0.87 | 0.71 | 123% |
| Returns for 1 year | 0.67 | -1.04 | -64% |
| Returns for 3 years | 17.74 | 8.45 | 210% |
| Returns for 5 years | 49.77 | 70.36 | 71% |
| Returns for 10 years | 43.65 | N/A | - |
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