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CWICX vs HEONX
CWICX vs HEONX Comparison
Open Charts CWICX vs HEONX
American Funds Capital World Gr&Inc 529C
Price$65.80
Change-$0.88 (-1.32%)
VolumeN/A
Net Assets128.43B
Hartford Climate Opportunities C
Price$16.22
Change-$0.24 (-1.46%)
VolumeN/A
Net Assets125.78M
CWICX vs HEONX Comparison Chart
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CWICX vs. HEONX commentary
Feb 23, 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: 128B vs. HEONX (126M). CWICX pays higher dividends than HEONX: CWICX (0.97) vs HEONX (0.00). CWICX was incepted earlier than HEONX: CWICX (23 years) vs HEONX (9 years). 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). HEONX annual gain was more profitable for investors over the last year : 6.64 vs. CWICX (6.24). HEONX return over 5 years is better than : 38.51 vs. CWICX (32.14).
| CWICX | HEONX | CWICX / HEONX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 4.196 | 3.974 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 126M | 101,587% |
| Annual Yield % from dividends | 0.97 | 0.00 | - |
| Returns for 1 year | 6.24 | 6.64 | 94% |
| Returns for 3 years | 16.16 | 9.08 | 178% |
| Returns for 5 years | 32.14 | 38.51 | 83% |
| Returns for 10 years | 53.44 | N/A | - |