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CWICX vs HEORX
CWICX vs HEORX Comparison
Open Charts CWICX vs HEORX
American Funds Capital World Gr&Inc 529C
Price$63.14
Change-$0.19 (-0.30%)
VolumeN/A
Net Assets122.79B
Hartford Climate Opportunities R3
Price$15.82
Change-$0.12 (-0.75%)
VolumeN/A
Net Assets120.34M
CWICX vs HEORX Comparison Chart
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CWICX vs. HEORX commentary
Mar 12, 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: 123B vs. HEORX (120M). CWICX pays higher dividends than HEORX: CWICX (0.84) vs HEORX (0.08). CWICX was incepted earlier than HEORX: CWICX (23 years) vs HEORX (9 years). CWICX (1.53) and HEORX (1.53) have similar cost to investors . HEORX is a more actively managed with annual turnover of: 108.00 vs. CWICX (27.00). HEORX has a lower initial minimum investment than CWICX: HEORX (0) vs CWICX (250). HEORX annual gain was more profitable for investors over the last year : 3.26 vs. CWICX (0.82). HEORX return over 5 years is better than : 72.16 vs. CWICX (52.49).
| CWICX | HEORX | CWICX / HEORX | |
| Total Expense Ratio | 1.53 | 1.41 | 109% |
| Annual Report Gross Expense Ratio | 1.53 | 1.53 | 100% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 0.404 | 2.718 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 120M | 102,500% |
| Annual Yield % from dividends | 0.84 | 0.08 | 1,008% |
| Returns for 1 year | 0.82 | 3.26 | 25% |
| Returns for 3 years | 19.50 | 11.15 | 175% |
| Returns for 5 years | 52.49 | 72.16 | 73% |
| Returns for 10 years | 52.97 | N/A | - |