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CWICX vs HEOYX
CWICX vs HEOYX Comparison
Open Charts CWICX vs HEOYX
American Funds Capital World Gr&Inc 529C
Price$71.38
Change+$0.35 (+0.49%)
VolumeN/A
Net Assets136.03B
Hartford Climate Opportunities Y
Price$18.23
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets122.67M
CWICX vs HEOYX Comparison Chart in %
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CWICX vs. HEOYX commentary
Aug 10, 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 HEOYX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 136B vs. HEOYX (123M). CWICX pays higher dividends than HEOYX: CWICX (0.78) vs HEOYX (0.63). CWICX was incepted earlier than HEOYX: CWICX (23 years) vs HEOYX (9 years). CWICX (1.53) is less costly to investors than HEOYX (0.90). HEOYX is a more actively managed with annual turnover of: 108.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than HEOYX: CWICX (250) vs HEOYX (250000). HEOYX annual gain was more profitable for investors over the last year : 15.25 vs. CWICX (13.46). HEOYX (46.90) and CWICX (45.14) have equivalent 5 years return.
| CWICX | HEOYX | CWICX / HEOYX | |
| Total Expense Ratio | 1.53 | 0.79 | 194% |
| Annual Report Gross Expense Ratio | 1.53 | 0.90 | 170% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 13.533 | 13.937 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 123M | 110,569% |
| Annual Yield % from dividends | 0.78 | 0.63 | 125% |
| Returns for 1 year | 13.46 | 15.25 | 88% |
| Returns for 3 years | 42.29 | 29.40 | 144% |
| Returns for 5 years | 45.14 | 46.90 | 96% |
| Returns for 10 years | 69.00 | N/A | - |