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CWICX vs HEORX
CWICX vs HEORX Comparison
Open Charts CWICX vs HEORX
American Funds Capital World Gr&Inc 529C
Price$75.64
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
Hartford Climate Opportunities R3
Price$18.48
Change-$0.32 (-1.70%)
VolumeN/A
Net Assets120.97M
CWICX vs HEORX Comparison Chart in %
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CWICX vs. HEORX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 144B vs. HEORX (121M). CWICX pays higher dividends than HEORX: CWICX (0.70) 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 : 12.59 vs. HEORX (11.27). CWICX return over 5 years is better than : 42.74 vs. HEORX (33.39).
| 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 | 20.384 | 18.837 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 121M | 119,008% |
| Annual Yield % from dividends | 0.70 | 0.07 | 968% |
| Returns for 1 year | 12.59 | 11.27 | 112% |
| Returns for 3 years | 51.56 | 32.74 | 157% |
| Returns for 5 years | 42.74 | 33.39 | 128% |
| Returns for 10 years | 88.59 | N/A | - |
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