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CWICX vs HEOVX
CWICX vs HEOVX Comparison
Open Charts CWICX vs HEOVX
American Funds Capital World Gr&Inc 529C
Price$72.99
Change+$0.32 (+0.44%)
VolumeN/A
Net Assets137.57B
Hartford Climate Opportunities R6
Price$17.89
Change+$0.14 (+0.79%)
VolumeN/A
Net Assets122.1M
CWICX vs HEOVX Comparison Chart in %
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CWICX vs. HEOVX commentary
Sep 09, 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: 138B vs. HEOVX (122M). 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). HEOVX (14.90) and CWICX (14.69) have marching annual gain over last year. CWICX (46.62) and HEOVX (46.18) have equivalent 5 years return.
| 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 | 16.093 | 15.048 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 122M | 113,115% |
| Annual Yield % from dividends | 0.77 | 0.73 | 105% |
| Returns for 1 year | 14.69 | 14.90 | 99% |
| Returns for 3 years | 47.41 | 30.73 | 154% |
| Returns for 5 years | 46.62 | 46.18 | 101% |
| Returns for 10 years | 84.82 | N/A | - |
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