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CWICX vs HEONX
CWICX vs HEONX Comparison
Open Charts CWICX vs HEONX
American Funds Capital World Gr&Inc 529C
Price$74.45
Change-$1.10 (-1.46%)
VolumeN/A
Net Assets142.37B
Hartford Climate Opportunities C
Price$18.37
Change+$0.15 (+0.82%)
VolumeN/A
Net Assets126.32M
CWICX vs HEONX Comparison Chart in %
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CWICX vs. HEONX commentary
Feb 04, 2026
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 HEONX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 142B vs. HEONX (126M). CWICX pays higher dividends than HEONX: CWICX (0.78) vs HEONX (0.00). CWICX was incepted earlier than HEONX: CWICX (24 years) vs HEONX (10 years). HEONX (1.96) is less costly to investors than CWICX (1.53). HEONX is a more actively managed with annual turnover of: 75.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than HEONX: CWICX (250) vs HEONX (2000). CWICX (15.32) and HEONX (14.67) have marching annual gain over last year. CWICX return over 5 years is better than : 28.28 vs. HEONX (12.01).
| CWICX | HEONX | CWICX / HEONX | |
| Total Expense Ratio | 1.53 | 1.94 | 79% |
| Annual Report Gross Expense Ratio | 1.53 | 1.96 | 78% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 4.859 | 5.575 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 126M | 112,698% |
| Annual Yield % from dividends | 0.78 | 0.00 | - |
| Returns for 1 year | 15.32 | 14.67 | 104% |
| Returns for 3 years | 39.85 | 23.29 | 171% |
| Returns for 5 years | 28.28 | 12.01 | 235% |
| Returns for 10 years | 107.70 | N/A | - |
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