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CWICX vs HEONX
CWICX vs HEONX Comparison
Open Charts CWICX vs HEONX
American Funds Capital World Gr&Inc 529C
Price$75.64
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
Hartford Climate Opportunities C
Price$18.14
Change-$0.32 (-1.73%)
VolumeN/A
Net Assets120.97M
CWICX vs HEONX Comparison Chart in %
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CWICX vs. HEONX commentary
Nov 14, 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 StrongBuy and HEONX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 144B vs. HEONX (121M). CWICX pays higher dividends than HEONX: CWICX (0.70) 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 annual gain was more profitable for investors over the last year : 12.59 vs. HEONX (8.88). CWICX return over 5 years is better than : 42.74 vs. HEONX (27.12).
| 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 | 20.384 | 16.282 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 121M | 119,008% |
| Annual Yield % from dividends | 0.70 | 0.00 | - |
| Returns for 1 year | 12.59 | 8.88 | 142% |
| Returns for 3 years | 51.56 | 29.85 | 173% |
| Returns for 5 years | 42.74 | 27.12 | 158% |
| Returns for 10 years | 88.59 | N/A | - |
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