Interact to see
Advertisement
Advertisement
CWICX vs HEOVX
CWICX vs HEOVX Comparison
Open Charts CWICX vs HEOVX
American Funds Capital World Gr&Inc 529C
Price$76.75
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets142.32B
Hartford Climate Opportunities R6
Price$18.61
Change+$0.05 (+0.27%)
VolumeN/A
Net Assets122.62M
CWICX vs HEOVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWICX vs. HEOVX commentary
Dec 05, 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 Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 142B vs. HEOVX (123M). HEOVX (0.69) and CWICX (0.69) 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 annual gain was more profitable for investors over the last year : 12.16 vs. HEOVX (9.74). CWICX return over 5 years is better than : 39.07 vs. HEOVX (30.43).
| 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 | 22.150 | 19.678 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 123M | 115,447% |
| Annual Yield % from dividends | 0.69 | 0.69 | 100% |
| Returns for 1 year | 12.16 | 9.74 | 125% |
| Returns for 3 years | 48.14 | 32.61 | 148% |
| Returns for 5 years | 39.07 | 30.43 | 128% |
| Returns for 10 years | 89.32 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers