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CWICX vs HEOYX
CWICX vs HEOYX Comparison
Open Charts CWICX vs HEOYX
American Funds Capital World Gr&Inc 529C
Price$60.59
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.17B
Hartford Climate Opportunities Y
Price$15.45
Change+$0.12 (+0.78%)
VolumeN/A
Net Assets110.92M
CWICX vs HEOYX Comparison Chart
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CWICX vs. HEOYX commentary
Apr 18, 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: 117B vs. HEOYX (111M). CWICX pays higher dividends than HEOYX: CWICX (0.87) vs HEOYX (0.71). CWICX was incepted earlier than HEOYX: CWICX (23 years) vs HEOYX (9 years). CWICX (1.53) is less costly to investors than HEOYX (0.92). 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 (-1.66) and CWICX (-1.69) have marching annual gain over last year. HEOYX return over 5 years is better than : 65.27 vs. CWICX (42.38).
| CWICX | HEOYX | CWICX / HEOYX | |
| Total Expense Ratio | 1.53 | 0.79 | 194% |
| Annual Report Gross Expense Ratio | 1.53 | 0.92 | 166% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | -3.940 | -4.188 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 111M | 105,405% |
| Annual Yield % from dividends | 0.87 | 0.71 | 123% |
| Returns for 1 year | -1.69 | -1.66 | 101% |
| Returns for 3 years | 10.19 | 3.52 | 289% |
| Returns for 5 years | 42.38 | 65.27 | 65% |
| Returns for 10 years | 40.39 | N/A | - |
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