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CWICX vs HEONX
CWICX vs HEONX Comparison
Open Charts CWICX vs HEONX
American Funds Capital World Gr&Inc 529C
Price$68.55
Change+$0.25 (+0.37%)
VolumeN/A
Net Assets130.86B
Hartford Climate Opportunities C
Price$16.85
Change+$0.10 (+0.60%)
VolumeN/A
Net Assets121.38M
CWICX vs HEONX Comparison Chart
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CWICX vs. HEONX commentary
Jun 07, 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: 131B vs. HEONX (121M). CWICX pays higher dividends than HEONX: CWICX (0.82) vs HEONX (0.00). CWICX was incepted earlier than HEONX: CWICX (23 years) vs HEONX (9 years). HEONX (1.96) 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 : 5.54 vs. HEONX (2.57). HEONX return over 5 years is better than : 49.15 vs. CWICX (44.63).
| CWICX | HEONX | CWICX / HEONX | |
| Total Expense Ratio | 1.53 | 1.94 | 79% |
| Annual Report Gross Expense Ratio | 1.53 | 1.96 | 78% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 8.680 | 7.372 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 121M | 108,264% |
| Annual Yield % from dividends | 0.82 | 0.00 | - |
| Returns for 1 year | 5.54 | 2.57 | 215% |
| Returns for 3 years | 28.16 | 15.28 | 184% |
| Returns for 5 years | 44.63 | 49.15 | 91% |
| Returns for 10 years | 61.86 | N/A | - |
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