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CWICX vs HEORX
CWICX vs HEORX Comparison
Open Charts CWICX vs HEORX
American Funds Capital World Gr&Inc 529C
Price$71.27
Change+$0.09 (+0.13%)
VolumeN/A
Net Assets135.95B
Hartford Climate Opportunities R3
Price$17.82
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets122.77M
CWICX vs HEORX Comparison Chart in %
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CWICX vs. HEORX commentary
Jul 19, 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: 136B vs. HEORX (123M). CWICX pays higher dividends than HEORX: CWICX (0.78) vs HEORX (0.08). CWICX was incepted earlier than HEORX: CWICX (23 years) vs HEORX (9 years). CWICX (1.53) and HEORX (1.51) 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). CWICX annual gain was more profitable for investors over the last year : 8.09 vs. HEORX (6.93). HEORX return over 5 years is better than : 50.20 vs. CWICX (47.27).
| CWICX | HEORX | CWICX / HEORX | |
| Total Expense Ratio | 1.53 | 1.41 | 109% |
| Annual Report Gross Expense Ratio | 1.53 | 1.51 | 101% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 13.215 | 12.516 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 123M | 110,569% |
| Annual Yield % from dividends | 0.78 | 0.08 | 1,010% |
| Returns for 1 year | 8.09 | 6.93 | 117% |
| Returns for 3 years | 50.53 | 38.49 | 131% |
| Returns for 5 years | 47.27 | 50.20 | 94% |
| Returns for 10 years | 66.05 | N/A | - |
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