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CWICX vs HEOYX
CWICX vs HEOYX Comparison
Open Charts CWICX vs HEOYX
American Funds Capital World Gr&Inc 529C
Price$70.90
Change+$0.20 (+0.28%)
VolumeN/A
Net Assets135.04B
Hartford Climate Opportunities Y
Price$17.88
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets121.52M
CWICX vs HEOYX Comparison Chart in %
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CWICX vs. HEOYX commentary
Jul 17, 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: 135B vs. HEOYX (122M). CWICX pays higher dividends than HEOYX: CWICX (0.78) vs HEOYX (0.64). 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 : 6.05 vs. HEOYX (4.57). HEOYX return over 5 years is better than : 51.85 vs. CWICX (46.69).
| 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 | 12.769 | 11.625 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 122M | 110,656% |
| Annual Yield % from dividends | 0.78 | 0.64 | 123% |
| Returns for 1 year | 6.05 | 4.57 | 132% |
| Returns for 3 years | 49.82 | 39.73 | 125% |
| Returns for 5 years | 46.69 | 51.85 | 90% |
| Returns for 10 years | 65.19 | N/A | - |
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