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CWICX vs HEORX
CWICX vs HEORX Comparison
Open Charts CWICX vs HEORX
American Funds Capital World Gr&Inc 529C
Price$75.55
Change-$0.29 (-0.38%)
VolumeN/A
Net Assets142.77B
Hartford Climate Opportunities R3
Price$18.55
Change-$0.14 (-0.75%)
VolumeN/A
Net Assets124.82M
CWICX vs HEORX Comparison Chart in %
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CWICX vs. HEORX commentary
Oct 10, 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 HEORX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 143B vs. HEORX (125M). CWICX pays higher dividends than HEORX: CWICX (0.71) 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 : 11.05 vs. HEORX (8.57). CWICX return over 5 years is better than : 48.82 vs. HEORX (38.26).
| 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 | 20.240 | 18.142 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 125M | 114,400% |
| Annual Yield % from dividends | 0.71 | 0.07 | 959% |
| Returns for 1 year | 11.05 | 8.57 | 129% |
| Returns for 3 years | 68.09 | 50.17 | 136% |
| Returns for 5 years | 48.82 | 38.26 | 128% |
| Returns for 10 years | 87.02 | N/A | - |
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