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CWICX vs HEOVX
CWICX vs HEOVX Comparison
Open Charts CWICX vs HEOVX
American Funds Capital World Gr&Inc 529C
Price$73.94
Change-$0.51 (-0.69%)
VolumeN/A
Net Assets140.58B
Hartford Climate Opportunities R6
Price$17.71
Change-$0.09 (-0.51%)
VolumeN/A
Net Assets120.76M
CWICX vs HEOVX Comparison Chart in %
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CWICX vs. HEOVX commentary
Sep 27, 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 Hold and HEOVX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 141B vs. HEOVX (121M). CWICX pays higher dividends than HEOVX: CWICX (0.77) vs HEOVX (0.73). CWICX was incepted earlier than HEOVX: CWICX (24 years) vs HEOVX (10 years). CWICX (1.53) is less costly to investors than HEOVX (0.80). 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). CWICX annual gain was more profitable for investors over the last year : 9.49 vs. HEOVX (5.89). CWICX return over 5 years is better than : 51.94 vs. HEOVX (48.48).
| CWICX | HEOVX | CWICX / HEOVX | |
| Total Expense Ratio | 1.53 | 0.69 | 222% |
| Annual Report Gross Expense Ratio | 1.53 | 0.80 | 191% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 17.678 | 14.469 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 121M | 116,529% |
| Annual Yield % from dividends | 0.77 | 0.73 | 105% |
| Returns for 1 year | 9.49 | 5.89 | 161% |
| Returns for 3 years | 65.86 | 46.72 | 141% |
| Returns for 5 years | 51.94 | 48.48 | 107% |
| Returns for 10 years | 97.76 | N/A | - |
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