CWICX
Price
$71.13
Change
+$0.46 (+0.65%)
Updated
Jul 3 closing price
Net Assets
135.98B
HEORX
Price
$17.82
Change
+$0.15 (+0.85%)
Updated
Jul 3 closing price
Net Assets
124.15M
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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$71.13
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
Hartford Climate Opportunities R3
Price$17.82
Change+$0.15 (+0.85%)
VolumeN/A
Net Assets124.15M
CWICX vs HEORX Comparison Chart in %
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CWICX vs. HEORX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 136B vs. HEORX (124M). CWICX pays higher dividends than HEORX: CWICX (0.78) vs HEORX (0.08). CWICX was incepted earlier than HEORX: CWICX (23 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 : 10.16 vs. CWICX (8.49). HEORX return over 5 years is better than : 61.17 vs. CWICX (50.99).
CWICXHEORXCWICX / HEORX
Total Expense Ratio1.531.41109%
Annual Report Gross Expense Ratio1.531.51101%
Fund Existence23 years9 years-
Gain YTD13.13512.642104%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets136B124M109,677%
Annual Yield % from dividends0.780.081,010%
Returns for 1 year8.4910.1683%
Returns for 3 years48.1836.54132%
Returns for 5 years50.9961.1783%
Returns for 10 years70.73N/A-
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