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CWICX vs HEOVX
CWICX vs HEOVX Comparison
Open Charts CWICX vs HEOVX
American Funds Capital World Gr&Inc 529C
Price$67.46
Change-$0.16 (-0.24%)
VolumeN/A
CapitalizationN/A
Hartford Climate Opportunities R6
Price$16.85
Change-$0.13 (-0.77%)
VolumeN/A
CapitalizationN/A
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CWICX vs HEOVX Comparison Chart
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CWICX vs. HEOVX commentary
Sep 21, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 128B vs. HEOVX (139M). 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). CWICX annual gain was more profitable for investors over the last year : 23.73 vs. HEOVX (21.61). HEOVX return over 5 years is better than : 69.86 vs. CWICX (45.56).
| 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 | 13.543 | 12.634 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 139M | 92,086% |
| Annual Yield % from dividends | 0.97 | 0.83 | 117% |
| Returns for 1 year | 23.73 | 21.61 | 110% |
| Returns for 3 years | 8.67 | 0.91 | 957% |
| Returns for 5 years | 45.56 | 69.86 | 65% |
| Returns for 10 years | 62.08 | N/A | - |
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