CWICX
Price
$71.99
Change
+$0.03 (+0.04%)
Updated
Jul 25 closing price
Net Assets
137.34B
HEONX
Price
$18.01
Change
+$0.12 (+0.67%)
Updated
Jul 25 closing price
Net Assets
125.84M
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CWICX vs HEONX

Header iconCWICX vs HEONX Comparison
Open Charts CWICX vs HEONXBanner chart's image
American Funds Capital World Gr&Inc 529C
Price$71.99
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.34B
Hartford Climate Opportunities C
Price$18.01
Change+$0.12 (+0.67%)
VolumeN/A
Net Assets125.84M
CWICX vs HEONX Comparison Chart in %
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CWICX vs. HEONX commentary
Jul 28, 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 HEONX is a Buy.

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FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 137B vs. HEONX (126M). CWICX pays higher dividends than HEONX: CWICX (0.78) vs HEONX (0.00). CWICX was incepted earlier than HEONX: CWICX (23 years) vs HEONX (9 years). HEONX (1.96) is less costly to investors than CWICX (1.53). HEONX is a more actively managed with annual turnover of: 108.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than HEONX: CWICX (250) vs HEONX (2000). HEONX (13.20) and CWICX (12.89) have marching annual gain over last year. CWICX (49.27) and HEONX (47.99) have equivalent 5 years return.
CWICXHEONXCWICX / HEONX
Total Expense Ratio1.531.9479%
Annual Report Gross Expense Ratio1.531.9678%
Fund Existence23 years9 years-
Gain YTD14.50315.44994%
Front LoadN/AN/A-
Min. Initial Investment250200013%
Min. Initial Investment IRAN/AN/A-
Net Assets137B126M108,730%
Annual Yield % from dividends0.780.00-
Returns for 1 year12.8913.2098%
Returns for 3 years48.9536.23135%
Returns for 5 years49.2747.99103%
Returns for 10 years70.95N/A-
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