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CWICX vs HEORX
CWICX vs HEORX Comparison
Open Charts CWICX vs HEORX
American Funds Capital World Gr&Inc 529C
Price$71.48
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
Hartford Climate Opportunities R3
Price$17.98
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets122.31M
CWICX vs HEORX Comparison Chart in %
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CWICX vs. HEORX commentary
Dec 27, 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 Hold and HEORX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 142B vs. HEORX (122M). 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 (11.71) and HEORX (11.63) have marching annual gain over last year. CWICX return over 5 years is better than : 28.96 vs. HEORX (17.64).
| 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 | 13.763 | 13.654 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 122M | 116,393% |
| Annual Yield % from dividends | 0.69 | 0.07 | 964% |
| Returns for 1 year | 11.71 | 11.63 | 101% |
| Returns for 3 years | 43.00 | 30.89 | 139% |
| Returns for 5 years | 28.96 | 17.64 | 164% |
| Returns for 10 years | 80.48 | N/A | - |
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