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CWICX vs HEORX
CWICX vs HEORX Comparison
Open Charts CWICX vs HEORX
American Funds Capital World Gr&Inc 529C
Price$63.26
Change-$1.79 (-2.75%)
VolumeN/A
CapitalizationN/A
Hartford Climate Opportunities R3
Price$15.93
Change-$0.48 (-2.93%)
VolumeN/A
CapitalizationN/A
CWICX vs HEORX Comparison Chart
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CWICX vs. HEORX commentary
Dec 19, 2024
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 HEORX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 121B vs. HEORX (131M). CWICX pays higher dividends than HEORX: CWICX (0.97) vs HEORX (0.14). CWICX was incepted earlier than HEORX: CWICX (23 years) vs HEORX (9 years). HEORX is a more actively managed with annual turnover of: 75.00 vs. CWICX (27.00). HEORX has a lower initial minimum investment than CWICX: HEORX (0) vs CWICX (250). CWICX annual gain was more profitable for investors over the last year : 11.37 vs. HEORX (10.30). HEORX return over 5 years is better than : 48.66 vs. CWICX (32.23).
| CWICX | HEORX | CWICX / HEORX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 9.826 | 7.890 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 131M | 92,366% |
| Annual Yield % from dividends | 0.97 | 0.14 | 714% |
| Returns for 1 year | 11.37 | 10.30 | 110% |
| Returns for 3 years | 9.77 | -0.18 | -5,355% |
| Returns for 5 years | 32.23 | 48.66 | 66% |
| Returns for 10 years | 57.01 | N/A | - |
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