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CWICX vs HEORX
CWICX vs HEORX Comparison
Open Charts CWICX vs HEORX
American Funds Capital World Gr&Inc 529C
Price$74.25
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets139.59B
Hartford Climate Opportunities R3
Price$18.04
Change+$0.12 (+0.67%)
VolumeN/A
Net Assets120.9M
CWICX vs HEORX Comparison Chart in %
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CWICX vs. HEORX commentary
Sep 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: 140B vs. HEORX (121M). CWICX pays higher dividends than HEORX: CWICX (0.77) vs HEORX (0.08). 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 : 8.11 vs. HEORX (4.01). CWICX return over 5 years is better than : 51.94 vs. HEORX (45.06).
| 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 | 17.678 | 14.033 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 121M | 115,702% |
| Annual Yield % from dividends | 0.77 | 0.08 | 1,018% |
| Returns for 1 year | 8.11 | 4.01 | 203% |
| Returns for 3 years | 66.23 | 44.49 | 149% |
| Returns for 5 years | 51.94 | 45.06 | 115% |
| Returns for 10 years | 97.76 | N/A | - |
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