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CWICX vs HEOYX
CWICX vs HEOYX Comparison
Open Charts CWICX vs HEOYX
American Funds Capital World Gr&Inc 529C
Price$64.69
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.97B
Hartford Climate Opportunities Y
Price$16.69
Change+$0.08 (+0.48%)
VolumeN/A
Net Assets119.18M
CWICX vs HEOYX Comparison Chart
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CWICX vs. HEOYX commentary
May 12, 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: 125B vs. HEOYX (119M). CWICX pays higher dividends than HEOYX: CWICX (0.86) vs HEOYX (0.70). 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 : 1.42 vs. HEOYX (0.23). HEOYX return over 5 years is better than : 74.47 vs. CWICX (49.70).
| 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 | 2.560 | 4.313 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 119M | 105,042% |
| Annual Yield % from dividends | 0.86 | 0.70 | 123% |
| Returns for 1 year | 1.42 | 0.23 | 624% |
| Returns for 3 years | 29.53 | 24.14 | 122% |
| Returns for 5 years | 49.70 | 74.47 | 67% |
| Returns for 10 years | 49.95 | N/A | - |
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