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CWICX vs HEORX
CWICX vs HEORX Comparison
Open Charts CWICX vs HEORX
American Funds Capital World Gr&Inc 529C
Price$68.71
Change+$0.23 (+0.34%)
VolumeN/A
CapitalizationN/A
Hartford Climate Opportunities R3
Price$17.23
Change-$0.01 (-0.06%)
VolumeN/A
CapitalizationN/A
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CWICX vs HEORX Comparison Chart
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CWICX vs. HEORX commentary
Oct 18, 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 StrongBuy and HEORX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 129B vs. HEORX (139M). 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). HEORX (28.01) and CWICX (27.01) have marching annual gain over last year. HEORX return over 5 years is better than : 65.60 vs. CWICX (47.93).
| 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 | 15.647 | 13.281 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 139M | 92,806% |
| Annual Yield % from dividends | 0.97 | 0.14 | 714% |
| Returns for 1 year | 27.01 | 28.01 | 96% |
| Returns for 3 years | 9.19 | -0.49 | -1,891% |
| Returns for 5 years | 47.93 | 65.60 | 73% |
| Returns for 10 years | 72.50 | N/A | - |
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