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CWICX vs HEOVX
CWICX vs HEOVX Comparison
Open Charts CWICX vs HEOVX
American Funds Capital World Gr&Inc 529C
Price$71.13
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
Hartford Climate Opportunities R6
Price$17.59
Change+$0.16 (+0.92%)
VolumeN/A
Net Assets124.15M
CWICX vs HEOVX Comparison Chart in %
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CWICX vs. HEOVX commentary
Jul 07, 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 HEOVX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 136B vs. HEOVX (124M). CWICX (0.78) and HEOVX (0.75) have matching dividends . CWICX was incepted earlier than HEOVX: CWICX (23 years) vs HEOVX (9 years). CWICX (1.53) is less costly to investors than HEOVX (0.80). HEOVX is a more actively managed with annual turnover of: 108.00 vs. CWICX (27.00). HEOVX has a lower initial minimum investment than CWICX: HEOVX (0) vs CWICX (250). HEOVX annual gain was more profitable for investors over the last year : 10.99 vs. CWICX (8.49). HEOVX return over 5 years is better than : 65.15 vs. CWICX (50.99).
| CWICX | HEOVX | CWICX / HEOVX | |
| Total Expense Ratio | 1.53 | 0.69 | 222% |
| Annual Report Gross Expense Ratio | 1.53 | 0.80 | 191% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 13.135 | 13.119 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 124M | 109,677% |
| Annual Yield % from dividends | 0.78 | 0.75 | 104% |
| Returns for 1 year | 8.49 | 10.99 | 77% |
| Returns for 3 years | 48.18 | 39.52 | 122% |
| Returns for 5 years | 50.99 | 65.15 | 78% |
| Returns for 10 years | 70.73 | N/A | - |
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