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CWICX vs HEONX
CWICX vs HEONX Comparison
Open Charts CWICX vs HEONX
American Funds Capital World Gr&Inc 529C
Price$71.13
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
Hartford Climate Opportunities C
Price$17.53
Change+$0.15 (+0.86%)
VolumeN/A
Net Assets124.15M
CWICX vs HEONX Comparison Chart in %
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CWICX vs. HEONX commentary
Jul 06, 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: 136B vs. HEONX (124M). 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 annual gain was more profitable for investors over the last year : 9.56 vs. CWICX (8.49). HEONX return over 5 years is better than : 56.10 vs. CWICX (50.99).
| 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 | 13.135 | 12.372 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 124M | 109,677% |
| Annual Yield % from dividends | 0.78 | 0.00 | - |
| Returns for 1 year | 8.49 | 9.56 | 89% |
| Returns for 3 years | 48.18 | 34.43 | 140% |
| Returns for 5 years | 50.99 | 56.10 | 91% |
| Returns for 10 years | 70.73 | N/A | - |
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