Interact to see
Advertisement
Advertisement
CWICX vs HEONX
CWICX vs HEONX Comparison
Open Charts CWICX vs HEONX
American Funds Capital World Gr&Inc 529C
Price$74.23
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
Hartford Climate Opportunities C
Price$17.77
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets118.23M
CWICX vs HEONX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWICX vs. HEONX commentary
Nov 20, 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 HEONX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 139B vs. HEONX (118M). CWICX pays higher dividends than HEONX: CWICX (0.70) vs HEONX (0.00). CWICX was incepted earlier than HEONX: CWICX (24 years) vs HEONX (10 years). HEONX (1.96) is less costly to investors than CWICX (1.53). HEONX is a more actively managed with annual turnover of: 75.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than HEONX: CWICX (250) vs HEONX (2000). CWICX annual gain was more profitable for investors over the last year : 11.33 vs. HEONX (7.38). CWICX return over 5 years is better than : 39.45 vs. HEONX (22.51).
| CWICX | HEONX | CWICX / HEONX | |
| Total Expense Ratio | 1.53 | 1.94 | 79% |
| Annual Report Gross Expense Ratio | 1.53 | 1.96 | 78% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 18.139 | 13.718 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 118M | 117,797% |
| Annual Yield % from dividends | 0.70 | 0.00 | - |
| Returns for 1 year | 11.33 | 7.38 | 153% |
| Returns for 3 years | 48.16 | 26.53 | 181% |
| Returns for 5 years | 39.45 | 22.51 | 175% |
| Returns for 10 years | 81.77 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers