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CWICX vs HEOYX
CWICX vs HEOYX Comparison
Open Charts CWICX vs HEOYX
American Funds Capital World Gr&Inc 529C
Price$68.30
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets130.88B
Hartford Climate Opportunities Y
Price$17.28
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets121.33M
CWICX vs HEOYX Comparison Chart
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CWICX vs. HEOYX commentary
Jun 06, 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 HEOYX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 131B vs. HEOYX (121M). CWICX pays higher dividends than HEOYX: CWICX (0.82) vs HEOYX (0.66). 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). CWICX annual gain was more profitable for investors over the last year : 5.33 vs. HEOYX (2.98). HEOYX return over 5 years is better than : 57.27 vs. CWICX (44.12).
| 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 | 8.300 | 7.813 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 121M | 108,264% |
| Annual Yield % from dividends | 0.82 | 0.66 | 123% |
| Returns for 1 year | 5.33 | 2.98 | 179% |
| Returns for 3 years | 28.62 | 19.96 | 143% |
| Returns for 5 years | 44.12 | 57.27 | 77% |
| Returns for 10 years | 61.04 | N/A | - |
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