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CWICX vs HEOVX
CWICX vs HEOVX Comparison
Open Charts CWICX vs HEOVX
American Funds Capital World Gr&Inc 529C
Price$63.29
Change+$0.33 (+0.52%)
VolumeN/A
CapitalizationN/A
Hartford Climate Opportunities R6
Price$15.82
Change+$0.12 (+0.76%)
VolumeN/A
CapitalizationN/A
CWICX vs HEOVX Comparison Chart
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CWICX vs. HEOVX commentary
Dec 23, 2024
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 HEOVX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 125B vs. HEOVX (128M). CWICX pays higher dividends than HEOVX: CWICX (0.97) vs HEOVX (0.83). CWICX was incepted earlier than HEOVX: CWICX (23 years) vs HEOVX (9 years). HEOVX is a more actively managed with annual turnover of: 75.00 vs. CWICX (27.00). HEOVX has a lower initial minimum investment than CWICX: HEOVX (0) vs CWICX (250). CWICX annual gain was more profitable for investors over the last year : 7.77 vs. HEOVX (7.12). HEOVX return over 5 years is better than : 47.76 vs. CWICX (28.33).
| CWICX | HEOVX | CWICX / HEOVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 6.854 | 5.749 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 128M | 97,656% |
| Annual Yield % from dividends | 0.97 | 0.83 | 117% |
| Returns for 1 year | 7.77 | 7.12 | 109% |
| Returns for 3 years | 5.92 | -1.00 | -593% |
| Returns for 5 years | 28.33 | 47.76 | 59% |
| Returns for 10 years | 53.02 | N/A | - |