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CWICX vs HEONX
CWICX vs HEONX Comparison
Open Charts CWICX vs HEONX
American Funds Capital World Gr&Inc 529C
Price$71.81
Change+$0.16 (+0.22%)
VolumeN/A
Net Assets136.85B
Hartford Climate Opportunities C
Price$17.49
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets121.67M
CWICX vs HEONX Comparison Chart in %
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CWICX vs. HEONX commentary
Sep 04, 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 HEONX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 137B vs. HEONX (122M). CWICX pays higher dividends than HEONX: CWICX (0.77) 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 : 10.19 vs. HEONX (8.90). CWICX return over 5 years is better than : 43.56 vs. HEONX (36.64).
| 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 | 14.217 | 12.115 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 122M | 112,295% |
| Annual Yield % from dividends | 0.77 | 0.00 | - |
| Returns for 1 year | 10.19 | 8.90 | 114% |
| Returns for 3 years | 49.66 | 29.46 | 169% |
| Returns for 5 years | 43.56 | 36.64 | 119% |
| Returns for 10 years | 86.07 | N/A | - |
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