Ad is loading...
CWIAX vs HEONX
CWIAX vs HEONX Comparison
Open Charts CWIAX vs HEONX
American Funds Capital World Gr&Inc 529A
Price$60.58
Change+$1.10 (+1.85%)
VolumeN/A
Net Assets117.15B
Hartford Climate Opportunities C
Price$14.92
Change+$0.31 (+2.12%)
VolumeN/A
Net Assets111.43M
CWIAX vs HEONX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. HEONX commentary
Apr 15, 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 Buy and HEONX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 117B vs. HEONX (111M). CWIAX pays higher dividends than HEONX: CWIAX (1.63) vs HEONX (0.00). CWIAX was incepted earlier than HEONX: CWIAX (23 years) vs HEONX (9 years). HEONX (1.98) is less costly to investors than CWIAX (0.78). HEONX is a more actively managed with annual turnover of: 108.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than HEONX: CWIAX (250) vs HEONX (2000). CWIAX annual gain was more profitable for investors over the last year : -4.21 vs. HEONX (-6.10). HEONX return over 5 years is better than : 57.72 vs. CWIAX (51.50).
| CWIAX | HEONX | CWIAX / HEONX | |
| Total Expense Ratio | 0.78 | 1.94 | 40% |
| Annual Report Gross Expense Ratio | 0.78 | 1.98 | 39% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | -3.947 | -4.359 | 91% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 111M | 105,405% |
| Annual Yield % from dividends | 1.63 | 0.00 | - |
| Returns for 1 year | -4.21 | -6.10 | 69% |
| Returns for 3 years | 12.44 | 0.13 | 9,264% |
| Returns for 5 years | 51.50 | 57.72 | 89% |
| Returns for 10 years | 51.34 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...