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CWICX vs HEOVX
CWICX vs HEOVX Comparison
Open Charts CWICX vs HEOVX
American Funds Capital World Gr&Inc 529C
Price$71.99
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.34B
Hartford Climate Opportunities R6
Price$18.09
Change+$0.12 (+0.67%)
VolumeN/A
Net Assets125.84M
CWICX vs HEOVX Comparison Chart in %
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CWICX vs. HEOVX commentary
Jul 28, 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: 137B vs. HEOVX (126M). 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 : 14.65 vs. CWICX (12.89). HEOVX return over 5 years is better than : 56.69 vs. CWICX (49.27).
| 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 | 14.503 | 16.334 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 126M | 108,730% |
| Annual Yield % from dividends | 0.78 | 0.75 | 104% |
| Returns for 1 year | 12.89 | 14.65 | 88% |
| Returns for 3 years | 48.95 | 41.42 | 118% |
| Returns for 5 years | 49.27 | 56.69 | 87% |
| Returns for 10 years | 70.95 | N/A | - |
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