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CWICX vs HEOVX
CWICX vs HEOVX Comparison
Open Charts CWICX vs HEOVX
American Funds Capital World Gr&Inc 529C
Price$74.92
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.97B
Hartford Climate Opportunities R6
Price$18.28
Change-$0.05 (-0.27%)
VolumeN/A
Net Assets123.12M
CWICX vs HEOVX Comparison Chart in %
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CWICX vs. HEOVX commentary
Oct 18, 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 HEOVX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 141B vs. HEOVX (123M). HEOVX (0.72) and CWICX (0.71) have matching dividends . CWICX was incepted earlier than HEOVX: CWICX (24 years) vs HEOVX (10 years). CWICX (1.53) is less costly to investors than HEOVX (0.80). 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 : 10.05 vs. HEOVX (8.47). CWICX return over 5 years is better than : 48.38 vs. HEOVX (40.60).
| CWICX | HEOVX | CWICX / HEOVX | |
| Total Expense Ratio | 1.53 | 0.69 | 222% |
| Annual Report Gross Expense Ratio | 1.53 | 0.80 | 191% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 19.365 | 17.878 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 123M | 114,634% |
| Annual Yield % from dividends | 0.71 | 0.72 | 99% |
| Returns for 1 year | 10.05 | 8.47 | 119% |
| Returns for 3 years | 64.31 | 49.18 | 131% |
| Returns for 5 years | 48.38 | 40.60 | 119% |
| Returns for 10 years | 85.25 | N/A | - |
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