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CWIAX vs HEONX
CWIAX vs HEONX Comparison
Open Charts CWIAX vs HEONX
American Funds Capital World Gr&Inc 529A
Price$65.99
Change-$0.88 (-1.32%)
VolumeN/A
Net Assets128.43B
Hartford Climate Opportunities C
Price$16.22
Change-$0.24 (-1.46%)
VolumeN/A
Net Assets125.78M
CWIAX vs HEONX Comparison Chart
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CWIAX vs. HEONX commentary
Feb 23, 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: 128B vs. HEONX (126M). 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 annual gain was more profitable for investors over the last year : 7.05 vs. HEONX (6.64). HEONX (38.51) and CWIAX (37.25) have equivalent 5 years return.
| 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 | 4.316 | 3.974 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 126M | 101,587% |
| Annual Yield % from dividends | 1.67 | 0.00 | - |
| Returns for 1 year | 7.05 | 6.64 | 106% |
| Returns for 3 years | 18.85 | 9.08 | 208% |
| Returns for 5 years | 37.25 | 38.51 | 97% |
| Returns for 10 years | 65.61 | N/A | - |
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