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CWIAX vs HEONX
CWIAX vs HEONX Comparison
Open Charts CWIAX vs HEONX
American Funds Capital World Gr&Inc 529A
Price$64.56
Change+$0.46 (+0.72%)
VolumeN/A
Net Assets126.7B
Hartford Climate Opportunities C
Price$16.15
Change+$0.11 (+0.69%)
VolumeN/A
Net Assets126.99M
CWIAX vs HEONX Comparison Chart
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CWIAX vs. HEONX commentary
Jan 19, 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 HEONX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 127B vs. HEONX (127M). CWIAX pays higher dividends than HEONX: CWIAX (1.67) vs HEONX (0.00). CWIAX was incepted earlier than HEONX: CWIAX (23 years) vs HEONX (9 years). HEONX is a more actively managed with annual turnover of: 75.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than HEONX: CWIAX (250) vs HEONX (2000). HEONX annual gain was more profitable for investors over the last year : 11.92 vs. CWIAX (10.91). HEONX return over 5 years is better than : 40.07 vs. CWIAX (32.16).
| CWIAX | HEONX | CWIAX / HEONX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 2.055 | 3.526 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 127M | 100,000% |
| Annual Yield % from dividends | 1.67 | 0.00 | - |
| Returns for 1 year | 10.91 | 11.92 | 92% |
| Returns for 3 years | 10.75 | 0.56 | 1,918% |
| Returns for 5 years | 32.16 | 40.07 | 80% |
| Returns for 10 years | 69.38 | N/A | - |
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