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CWICX vs HEOVX
CWICX vs HEOVX Comparison
Open Charts CWICX vs HEOVX
American Funds Capital World Gr&Inc 529C
Price$61.28
Change-$2.22 (-3.50%)
VolumeN/A
Net Assets123.19B
Hartford Climate Opportunities R6
Price$15.13
Change-$0.52 (-3.32%)
VolumeN/A
Net Assets117.44M
CWICX vs HEOVX Comparison Chart
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CWICX vs. HEOVX commentary
Apr 04, 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: 123B vs. HEOVX (117M). CWICX (0.87) and HEOVX (0.83) 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 (0.81). 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). CWICX annual gain was more profitable for investors over the last year : -0.54 vs. HEOVX (-1.06). HEOVX return over 5 years is better than : 96.69 vs. CWICX (66.86).
| CWICX | HEOVX | CWICX / HEOVX | |
| Total Expense Ratio | 1.53 | 0.69 | 222% |
| Annual Report Gross Expense Ratio | 1.53 | 0.81 | 189% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 0.674 | 0.643 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 117M | 105,128% |
| Annual Yield % from dividends | 0.87 | 0.83 | 104% |
| Returns for 1 year | -0.54 | -1.06 | 50% |
| Returns for 3 years | 10.74 | 4.17 | 258% |
| Returns for 5 years | 66.86 | 96.69 | 69% |
| Returns for 10 years | 49.18 | N/A | - |