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CWICX vs HEONX
CWICX vs HEONX Comparison
Open Charts CWICX vs HEONX
American Funds Capital World Gr&Inc 529C
Price$68.31
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
Hartford Climate Opportunities C
Price$16.72
Change-$0.23 (-1.36%)
VolumeN/A
Net Assets120.76M
CWICX vs HEONX Comparison Chart
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CWICX vs. HEONX commentary
Jun 15, 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.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 131B vs. HEONX (121M). CWICX pays higher dividends than HEONX: CWICX (0.82) 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). CWICX annual gain was more profitable for investors over the last year : 5.51 vs. HEONX (3.15). HEONX return over 5 years is better than : 55.97 vs. CWICX (50.44).
| CWICX | HEONX | CWICX / HEONX | |
| Total Expense Ratio | 1.53 | 1.94 | 79% |
| Annual Report Gross Expense Ratio | 1.53 | 1.96 | 78% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 8.650 | 7.179 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 121M | 108,264% |
| Annual Yield % from dividends | 0.82 | 0.00 | - |
| Returns for 1 year | 5.51 | 3.15 | 175% |
| Returns for 3 years | 42.05 | 28.81 | 146% |
| Returns for 5 years | 50.44 | 55.97 | 90% |
| Returns for 10 years | 60.69 | N/A | - |
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