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CWIAX vs HEOMX
CWIAX vs HEOMX Comparison
Open Charts CWIAX vs HEOMX
American Funds Capital World Gr&Inc 529A
Price$67.89
Change+$0.23 (+0.34%)
VolumeN/A
CapitalizationN/A
Hartford Climate Opportunities A
Price$17.29
Change+$0.13 (+0.76%)
VolumeN/A
CapitalizationN/A
CWIAX vs HEOMX Comparison Chart
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CWIAX vs. HEOMX commentary
Nov 24, 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 StrongBuy and HEOMX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 126B vs. HEOMX (134M). 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 : 20.68 vs. CWIAX (19.20). HEOMX return over 5 years is better than : 58.65 vs. CWIAX (46.53).
| 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 | 14.697 | 12.054 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126B | 134M | 94,030% |
| Annual Yield % from dividends | 1.67 | 0.34 | 489% |
| Returns for 1 year | 19.20 | 20.68 | 93% |
| Returns for 3 years | 8.48 | -3.48 | -244% |
| Returns for 5 years | 46.53 | 58.65 | 79% |
| Returns for 10 years | 72.29 | N/A | - |
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