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CWIAX vs HEONX
CWIAX vs HEONX Comparison
Open Charts CWIAX vs HEONX
American Funds Capital World Gr&Inc 529A
Price$63.36
Change-$1.80 (-2.76%)
VolumeN/A
CapitalizationN/A
Hartford Climate Opportunities C
Price$15.70
Change-$0.47 (-2.91%)
VolumeN/A
CapitalizationN/A
CWIAX vs HEONX Comparison Chart
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CWIAX vs. HEONX commentary
Dec 19, 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 Buy and HEONX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 121B vs. HEONX (131M). 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 : 12.04 vs. HEONX (9.63). HEONX return over 5 years is better than : 43.53 vs. CWIAX (37.08).
| 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 | 10.448 | 7.299 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 131M | 92,366% |
| Annual Yield % from dividends | 1.67 | 0.00 | - |
| Returns for 1 year | 12.04 | 9.63 | 125% |
| Returns for 3 years | 12.14 | -1.88 | -645% |
| Returns for 5 years | 37.08 | 43.53 | 85% |
| Returns for 10 years | 69.21 | N/A | - |
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