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CWICX vs HEORX
CWICX vs HEORX Comparison
Open Charts CWICX vs HEORX
American Funds Capital World Gr&Inc 529C
Price$66.75
Change-$0.71 (-1.05%)
VolumeN/A
CapitalizationN/A
Hartford Climate Opportunities R3
Price$16.66
Change-$0.16 (-0.95%)
VolumeN/A
CapitalizationN/A
CWICX vs HEORX Comparison Chart
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CWICX vs. HEORX commentary
Nov 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 Sell and HEORX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 125B vs. HEORX (132M). 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 (19.09) and CWICX (18.17) have marching annual gain over last year. HEORX return over 5 years is better than : 54.15 vs. CWICX (38.65).
| 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 | 12.348 | 9.533 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 132M | 94,697% |
| Annual Yield % from dividends | 0.97 | 0.14 | 714% |
| Returns for 1 year | 18.17 | 19.09 | 95% |
| Returns for 3 years | 2.87 | -6.93 | -41% |
| Returns for 5 years | 38.65 | 54.15 | 71% |
| Returns for 10 years | 58.57 | N/A | - |
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