Interact to see
Advertisement
Advertisement
CWICX vs HEORX
CWICX vs HEORX Comparison
Open Charts CWICX vs HEORX
American Funds Capital World Gr&Inc 529C
Price$74.45
Change-$1.10 (-1.46%)
VolumeN/A
Net Assets142.37B
Hartford Climate Opportunities R3
Price$18.75
Change+$0.20 (+1.08%)
VolumeN/A
Net Assets126.32M
CWICX vs HEORX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWICX vs. HEORX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 142B vs. HEORX (126M). CWICX pays higher dividends than HEORX: CWICX (0.78) vs HEORX (0.00). 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). HEORX (15.38) and CWICX (15.32) have marching annual gain over last year. CWICX return over 5 years is better than : 28.28 vs. HEORX (15.55).
| 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 | 4.859 | 5.634 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 126M | 112,698% |
| Annual Yield % from dividends | 0.78 | 0.00 | - |
| Returns for 1 year | 15.32 | 15.38 | 100% |
| Returns for 3 years | 39.85 | 25.37 | 157% |
| Returns for 5 years | 28.28 | 15.55 | 182% |
| Returns for 10 years | 107.70 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| UTHY | 40.97 | 0.10 | +0.26% |
| F/m US Treasury 30 Year Bond ETF | |||
| MGMT | 48.13 | 0.11 | +0.23% |
| Ballast Small/Mid Cap ETF | |||
| AAAA | 27.85 | 0.02 | +0.08% |
| Amplius Aggressive Asset Allocation ETF | |||
| HYG | 80.72 | -0.05 | -0.06% |
| iShares iBoxx $ High Yield Corp Bd ETF | |||
| FLTW | 66.39 | -0.13 | -0.20% |
| Franklin FTSE Taiwan ETF | |||