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CWICX vs HEORX
CWICX vs HEORX Comparison
Open Charts CWICX vs HEORX
American Funds Capital World Gr&Inc 529C
Price$65.87
Change+$0.55 (+0.84%)
VolumeN/A
Net Assets128.02B
Hartford Climate Opportunities R3
Price$16.52
Change+$0.18 (+1.10%)
VolumeN/A
Net Assets126.02M
CWICX vs HEORX Comparison Chart
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CWICX vs. HEORX commentary
Jan 31, 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 StrongBuy and HEORX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 128B vs. HEORX (126M). 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 annual gain was more profitable for investors over the last year : 11.56 vs. CWICX (10.67). HEORX return over 5 years is better than : 49.53 vs. CWICX (35.50).
| 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 | 4.307 | 3.287 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 126M | 101,587% |
| Annual Yield % from dividends | 0.97 | 0.14 | 714% |
| Returns for 1 year | 10.67 | 11.56 | 92% |
| Returns for 3 years | 12.92 | 5.06 | 255% |
| Returns for 5 years | 35.50 | 49.53 | 72% |
| Returns for 10 years | 59.16 | N/A | - |
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