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CWIAX vs HEOMX
CWIAX vs HEOMX Comparison
Open Charts CWIAX vs HEOMX
American Funds Capital World Gr&Inc 529A
Price$67.58
Change-$0.15 (-0.22%)
VolumeN/A
CapitalizationN/A
Hartford Climate Opportunities A
Price$17.32
Change-$0.13 (-0.74%)
VolumeN/A
CapitalizationN/A
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CWIAX vs HEOMX Comparison Chart
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CWIAX vs. HEOMX commentary
Sep 21, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 128B vs. HEOMX (139M). 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 : 24.68 vs. HEOMX (21.05). HEOMX return over 5 years is better than : 66.90 vs. CWIAX (51.17).
| 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 | 14.173 | 12.249 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 139M | 92,086% |
| Annual Yield % from dividends | 1.67 | 0.34 | 489% |
| Returns for 1 year | 24.68 | 21.05 | 117% |
| Returns for 3 years | 11.23 | -0.40 | -2,798% |
| Returns for 5 years | 51.17 | 66.90 | 76% |
| Returns for 10 years | 74.96 | N/A | - |