CWICX
Price
$76.90
Change
+$0.15 (+0.20%)
Updated
Dec 4 closing price
Net Assets
142.32B
HEORX
Price
$18.80
Change
+$0.05 (+0.27%)
Updated
Dec 3 closing price
Net Assets
122.62M
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CWICX vs HEORX

Header iconCWICX vs HEORX Comparison
Open Charts CWICX vs HEORXBanner chart's image
American Funds Capital World Gr&Inc 529C
Price$76.90
Change+$0.15 (+0.20%)
VolumeN/A
Net Assets142.32B
Hartford Climate Opportunities R3
Price$18.80
Change+$0.05 (+0.27%)
VolumeN/A
Net Assets122.62M
CWICX vs HEORX Comparison Chart in %
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CWICX vs. HEORX commentary
Dec 05, 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 HEORX is a Buy.

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FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 142B vs. HEORX (123M). CWICX pays higher dividends than HEORX: CWICX (0.69) vs HEORX (0.07). CWICX was incepted earlier than HEORX: CWICX (24 years) vs HEORX (10 years). CWICX (1.53) and HEORX (1.51) have similar cost to investors . HEORX is a more actively managed with annual turnover of: 75.00 vs. CWICX (27.00). HEORX has a lower initial minimum investment than CWICX: HEORX (0) vs CWICX (250). CWICX annual gain was more profitable for investors over the last year : 12.16 vs. HEORX (8.95). CWICX return over 5 years is better than : 39.07 vs. HEORX (27.04).
CWICXHEORXCWICX / HEORX
Total Expense Ratio1.531.41109%
Annual Report Gross Expense Ratio1.531.51101%
Fund Existence24 years10 years-
Gain YTD22.15018.837118%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets142B123M115,447%
Annual Yield % from dividends0.690.07964%
Returns for 1 year12.168.95136%
Returns for 3 years48.1429.83161%
Returns for 5 years39.0727.04144%
Returns for 10 years89.32N/A-
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