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CWICX vs HEORX
CWICX vs HEORX Comparison
Open Charts CWICX vs HEORX
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.
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).
| 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 | 10 years | - |
| Gain YTD | 22.150 | 18.837 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 123M | 115,447% |
| Annual Yield % from dividends | 0.69 | 0.07 | 964% |
| Returns for 1 year | 12.16 | 8.95 | 136% |
| Returns for 3 years | 48.14 | 29.83 | 161% |
| Returns for 5 years | 39.07 | 27.04 | 144% |
| Returns for 10 years | 89.32 | N/A | - |
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