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CWICX vs HEORX
CWICX vs HEORX Comparison
Open Charts CWICX vs HEORX
American Funds Capital World Gr&Inc 529C
Price$74.23
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
Hartford Climate Opportunities R3
Price$18.10
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets118.23M
CWICX vs HEORX Comparison Chart in %
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CWICX vs. HEORX commentary
Nov 20, 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 Hold and HEORX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 139B vs. HEORX (118M). CWICX pays higher dividends than HEORX: CWICX (0.70) vs HEORX (0.07). CWICX was incepted earlier than HEORX: CWICX (24 years) vs HEORX (10 years). CWICX (1.53) and HEORX (1.51) have similar cost to investors . 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 : 11.33 vs. HEORX (8.03). CWICX return over 5 years is better than : 39.45 vs. HEORX (26.42).
| CWICX | HEORX | CWICX / HEORX | |
| Total Expense Ratio | 1.53 | 1.41 | 109% |
| Annual Report Gross Expense Ratio | 1.53 | 1.51 | 101% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 18.139 | 14.286 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 118M | 117,797% |
| Annual Yield % from dividends | 0.70 | 0.07 | 968% |
| Returns for 1 year | 11.33 | 8.03 | 141% |
| Returns for 3 years | 48.16 | 28.65 | 168% |
| Returns for 5 years | 39.45 | 26.42 | 149% |
| Returns for 10 years | 81.77 | N/A | - |
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