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CWICX vs HEORX
CWICX vs HEORX Comparison
Open Charts CWICX vs HEORX
American Funds Capital World Gr&Inc 529C
Price$72.26
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
Hartford Climate Opportunities R3
Price$18.15
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets123.91M
CWICX vs HEORX Comparison Chart in %
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CWICX vs. HEORX commentary
Aug 18, 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 HEORX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 137B vs. HEORX (124M). CWICX pays higher dividends than HEORX: CWICX (0.78) vs HEORX (0.08). CWICX was incepted earlier than HEORX: CWICX (24 years) vs HEORX (9 years). CWICX (1.53) and HEORX (1.51) have similar cost to investors . HEORX is a more actively managed with annual turnover of: 108.00 vs. CWICX (27.00). HEORX has a lower initial minimum investment than CWICX: HEORX (0) vs CWICX (250). HEORX annual gain was more profitable for investors over the last year : 12.27 vs. CWICX (10.56). CWICX (45.65) and HEORX (43.65) have equivalent 5 years return.
| CWICX | HEORX | CWICX / HEORX | |
| Total Expense Ratio | 1.53 | 1.41 | 109% |
| Annual Report Gross Expense Ratio | 1.53 | 1.51 | 101% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 14.932 | 14.728 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 124M | 110,484% |
| Annual Yield % from dividends | 0.78 | 0.08 | 1,031% |
| Returns for 1 year | 10.56 | 12.27 | 86% |
| Returns for 3 years | 39.33 | 23.48 | 168% |
| Returns for 5 years | 45.65 | 43.65 | 105% |
| Returns for 10 years | 72.26 | N/A | - |
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