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CWICX vs HEOVX
CWICX vs HEOVX Comparison
Open Charts CWICX vs HEOVX
American Funds Capital World Gr&Inc 529C
Price$65.60
Change+$0.21 (+0.32%)
VolumeN/A
Net Assets128.53B
Hartford Climate Opportunities R6
Price$16.44
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets129.21M
CWICX vs HEOVX Comparison Chart
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CWICX vs. HEOVX commentary
Jan 23, 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 StrongBuy and HEOVX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 129B vs. HEOVX (129M). 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). HEOVX annual gain was more profitable for investors over the last year : 13.74 vs. CWICX (10.68). HEOVX return over 5 years is better than : 50.49 vs. CWICX (30.10).
| 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 | 3.547 | 5.402 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 129M | 100,000% |
| Annual Yield % from dividends | 0.97 | 0.83 | 117% |
| Returns for 1 year | 10.68 | 13.74 | 78% |
| Returns for 3 years | 13.06 | 9.16 | 142% |
| Returns for 5 years | 30.10 | 50.49 | 60% |
| Returns for 10 years | 56.78 | N/A | - |
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