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CWIAX vs HEOMX
CWIAX vs HEOMX Comparison
Open Charts CWIAX vs HEOMX
American Funds Capital World Gr&Inc 529A
Price$64.41
Change+$0.43 (+0.67%)
VolumeN/A
CapitalizationN/A
Hartford Climate Opportunities A
Price$16.39
Change+$0.11 (+0.68%)
VolumeN/A
CapitalizationN/A
CWIAX vs HEOMX Comparison Chart
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CWIAX vs. HEOMX commentary
Dec 25, 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 CWIAX is a Buy and HEOMX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 126B vs. HEOMX (128M). CWIAX pays higher dividends than HEOMX: CWIAX (1.67) vs HEOMX (0.34). CWIAX was incepted earlier than HEOMX: CWIAX (23 years) vs HEOMX (9 years). HEOMX is a more actively managed with annual turnover of: 75.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than HEOMX: CWIAX (250) vs HEOMX (2000). CWIAX annual gain was more profitable for investors over the last year : 9.47 vs. HEOMX (6.31). HEOMX return over 5 years is better than : 45.32 vs. CWIAX (34.22).
| CWIAX | HEOMX | CWIAX / HEOMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 8.644 | 5.509 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126B | 128M | 98,438% |
| Annual Yield % from dividends | 1.67 | 0.34 | 489% |
| Returns for 1 year | 9.47 | 6.31 | 150% |
| Returns for 3 years | 7.73 | -3.53 | -219% |
| Returns for 5 years | 34.22 | 45.32 | 76% |
| Returns for 10 years | 65.81 | N/A | - |