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CWICX vs HEORX
CWICX vs HEORX Comparison
Open Charts CWICX vs HEORX
American Funds Capital World Gr&Inc 529C
Price$62.69
Change+$0.98 (+1.59%)
VolumeN/A
Net Assets119.48B
Hartford Climate Opportunities R3
Price$15.46
Change+$0.11 (+0.72%)
VolumeN/A
Net Assets112.31M
CWICX vs HEORX Comparison Chart
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CWICX vs. HEORX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 119B vs. HEORX (112M). CWICX pays higher dividends than HEORX: CWICX (0.87) vs HEORX (0.09). 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 : -2.08 vs. CWICX (-2.22). HEORX return over 5 years is better than : 65.94 vs. CWICX (45.47).
| 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 | -3.464 | -2.971 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 112M | 106,250% |
| Annual Yield % from dividends | 0.87 | 0.09 | 1,012% |
| Returns for 1 year | -2.22 | -2.08 | 107% |
| Returns for 3 years | 14.01 | 5.14 | 273% |
| Returns for 5 years | 45.47 | 65.94 | 69% |
| Returns for 10 years | 39.44 | N/A | - |
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