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CWICX vs HEOYX
CWICX vs HEOYX Comparison
Open Charts CWICX vs HEOYX
American Funds Capital World Gr&Inc 529C
Price$64.40
Change-$0.59 (-0.91%)
VolumeN/A
Net Assets126.71B
Hartford Climate Opportunities Y
Price$16.07
Change-$0.13 (-0.80%)
VolumeN/A
Net Assets121.51M
CWICX vs HEOYX Comparison Chart
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CWICX vs. HEOYX commentary
Mar 05, 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 Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 127B vs. HEOYX (122M). CWICX pays higher dividends than HEOYX: CWICX (0.97) vs HEOYX (0.72). CWICX was incepted earlier than HEOYX: CWICX (23 years) vs HEOYX (9 years). HEOYX is a more actively managed with annual turnover of: 75.00 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 : 2.94 vs. HEOYX (2.67). HEOYX return over 5 years is better than : 53.80 vs. CWICX (40.01).
| CWICX | HEOYX | CWICX / HEOYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 1.979 | 1.250 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 122M | 104,098% |
| Annual Yield % from dividends | 0.97 | 0.72 | 136% |
| Returns for 1 year | 2.94 | 2.67 | 110% |
| Returns for 3 years | 18.48 | 11.08 | 167% |
| Returns for 5 years | 40.01 | 53.80 | 74% |
| Returns for 10 years | 53.22 | N/A | - |
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