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CWICX vs HEOYX
CWICX vs HEOYX Comparison
Open Charts CWICX vs HEOYX
American Funds Capital World Gr&Inc 529C
Price$75.35
Change-$0.31 (-0.41%)
VolumeN/A
Net Assets142.48B
Hartford Climate Opportunities Y
Price$18.76
Change-$0.19 (-1.00%)
VolumeN/A
Net Assets124.45M
CWICX vs HEOYX Comparison Chart in %
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CWICX vs. HEOYX commentary
Oct 08, 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: 142B vs. HEOYX (124M). CWICX pays higher dividends than HEOYX: CWICX (0.71) vs HEOYX (0.61). CWICX was incepted earlier than HEOYX: CWICX (24 years) vs HEOYX (10 years). CWICX (1.53) is less costly to investors than HEOYX (0.90). 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 : 11.35 vs. HEOYX (9.87). CWICX return over 5 years is better than : 49.53 vs. HEOYX (41.97).
| CWICX | HEOYX | CWICX / HEOYX | |
| Total Expense Ratio | 1.53 | 0.79 | 194% |
| Annual Report Gross Expense Ratio | 1.53 | 0.90 | 170% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 19.922 | 18.438 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 124M | 114,516% |
| Annual Yield % from dividends | 0.71 | 0.61 | 116% |
| Returns for 1 year | 11.35 | 9.87 | 115% |
| Returns for 3 years | 66.28 | 52.20 | 127% |
| Returns for 5 years | 49.53 | 41.97 | 118% |
| Returns for 10 years | 86.61 | N/A | - |
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