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CWIAX vs HEOMX
CWIAX vs HEOMX Comparison
Open Charts CWIAX vs HEOMX
American Funds Capital World Gr&Inc 529A
Price$65.99
Change-$0.88 (-1.32%)
VolumeN/A
Net Assets128.43B
Hartford Climate Opportunities A
Price$16.71
Change-$0.25 (-1.47%)
VolumeN/A
Net Assets125.78M
CWIAX vs HEOMX Comparison Chart
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CWIAX vs. HEOMX commentary
Feb 23, 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 CWIAX is a StrongBuy and HEOMX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 128B vs. HEOMX (126M). 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). HEOMX annual gain was more profitable for investors over the last year : 7.58 vs. CWIAX (7.05). HEOMX return over 5 years is better than : 44.02 vs. CWIAX (37.25).
| 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 | 4.316 | 4.112 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 126M | 101,587% |
| Annual Yield % from dividends | 1.67 | 0.34 | 489% |
| Returns for 1 year | 7.05 | 7.58 | 93% |
| Returns for 3 years | 18.85 | 11.63 | 162% |
| Returns for 5 years | 37.25 | 44.02 | 85% |
| Returns for 10 years | 65.61 | N/A | - |
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