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CWICX vs HEOVX
CWICX vs HEOVX Comparison
Open Charts CWICX vs HEOVX
American Funds Capital World Gr&Inc 529C
Price$75.64
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
Hartford Climate Opportunities R6
Price$18.28
Change-$0.32 (-1.72%)
VolumeN/A
Net Assets120.97M
CWICX vs HEOVX Comparison Chart in %
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CWICX vs. HEOVX commentary
Nov 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 StrongBuy and HEOVX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 144B vs. HEOVX (121M). CWICX (0.70) and HEOVX (0.70) have matching dividends . 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 (12.59) and HEOVX (12.04) have marching annual gain over last year. CWICX return over 5 years is better than : 42.74 vs. HEOVX (36.92).
| 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 | 20.384 | 19.614 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 121M | 119,008% |
| Annual Yield % from dividends | 0.70 | 0.70 | 100% |
| Returns for 1 year | 12.59 | 12.04 | 105% |
| Returns for 3 years | 51.56 | 35.63 | 145% |
| Returns for 5 years | 42.74 | 36.92 | 116% |
| Returns for 10 years | 88.59 | N/A | - |
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