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CWIAX vs HEONX
CWIAX vs HEONX Comparison
Open Charts CWIAX vs HEONX
American Funds Capital World Gr&Inc 529A
Price$66.94
Change-$0.71 (-1.05%)
VolumeN/A
CapitalizationN/A
Hartford Climate Opportunities C
Price$16.43
Change-$0.16 (-0.96%)
VolumeN/A
CapitalizationN/A
CWIAX vs HEONX Comparison Chart
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CWIAX vs. HEONX commentary
Nov 18, 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 Sell and HEONX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 125B vs. HEONX (132M). 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). CWIAX (19.07) and HEONX (18.46) have marching annual gain over last year. HEONX return over 5 years is better than : 48.85 vs. CWIAX (43.99).
| 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 | 13.092 | 9.025 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 132M | 94,697% |
| Annual Yield % from dividends | 1.67 | 0.00 | - |
| Returns for 1 year | 19.07 | 18.46 | 103% |
| Returns for 3 years | 5.27 | -8.52 | -62% |
| Returns for 5 years | 43.99 | 48.85 | 90% |
| Returns for 10 years | 71.14 | N/A | - |
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