CWICX
Price
$71.13
Change
+$0.46 (+0.65%)
Updated
Jul 3 closing price
Net Assets
135.98B
HEOVX
Price
$17.59
Change
+$0.16 (+0.92%)
Updated
Jul 3 closing price
Net Assets
124.15M
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CWICX vs HEOVX

Header iconCWICX vs HEOVX Comparison
Open Charts CWICX vs HEOVXBanner chart's image
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.

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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).
CWICXHEOVXCWICX / HEOVX
Total Expense Ratio1.530.69222%
Annual Report Gross Expense Ratio1.530.80191%
Fund Existence23 years9 years-
Gain YTD13.13513.119100%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets136B124M109,677%
Annual Yield % from dividends0.780.75104%
Returns for 1 year8.4910.9977%
Returns for 3 years48.1839.52122%
Returns for 5 years50.9965.1578%
Returns for 10 years70.73N/A-
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