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CWICX vs HEONX
CWICX vs HEONX Comparison
Open Charts CWICX vs HEONX
American Funds Capital World Gr&Inc 529C
Price$60.34
Change+$3.88 (+6.87%)
VolumeN/A
Net Assets109.46B
Hartford Climate Opportunities C
Price$14.95
Change+$1.10 (+7.94%)
VolumeN/A
Net Assets103.63M
CWICX vs HEONX Comparison Chart
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CWICX vs. HEONX commentary
Apr 11, 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 Buy and HEONX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 109B vs. HEONX (104M). CWICX pays higher dividends than HEONX: CWICX (0.87) vs HEONX (0.00). CWICX was incepted earlier than HEONX: CWICX (23 years) vs HEONX (9 years). HEONX (1.98) is less costly to investors than CWICX (1.53). HEONX is a more actively managed with annual turnover of: 108.00 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 : -11.55 vs. HEONX (-13.71). HEONX return over 5 years is better than : 46.41 vs. CWICX (36.19).
| CWICX | HEONX | CWICX / HEONX | |
| Total Expense Ratio | 1.53 | 1.94 | 79% |
| Annual Report Gross Expense Ratio | 1.53 | 1.98 | 77% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | -10.487 | -11.218 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 104M | 104,808% |
| Annual Yield % from dividends | 0.87 | 0.00 | - |
| Returns for 1 year | -11.55 | -13.71 | 84% |
| Returns for 3 years | 0.73 | -9.00 | -8% |
| Returns for 5 years | 36.19 | 46.41 | 78% |
| Returns for 10 years | 30.69 | N/A | - |
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