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CWICX vs HEOVX
CWICX vs HEOVX Comparison
Open Charts CWICX vs HEOVX
American Funds Capital World Gr&Inc 529C
Price$68.31
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets132.46B
Hartford Climate Opportunities R6
Price$16.76
Change-$0.23 (-1.35%)
VolumeN/A
Net Assets122.47M
CWICX vs HEOVX Comparison Chart
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CWICX vs. HEOVX commentary
Jun 14, 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: 132B vs. HEOVX (122M). CWICX (0.82) and HEOVX (0.78) 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). CWICX annual gain was more profitable for investors over the last year : 5.51 vs. HEOVX (4.72). HEOVX return over 5 years is better than : 67.23 vs. CWICX (50.44).
| 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 | 8.650 | 9.260 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 122M | 108,197% |
| Annual Yield % from dividends | 0.82 | 0.78 | 105% |
| Returns for 1 year | 5.51 | 4.72 | 117% |
| Returns for 3 years | 42.05 | 35.49 | 118% |
| Returns for 5 years | 50.44 | 67.23 | 75% |
| Returns for 10 years | 60.69 | N/A | - |
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