Ad is loading...
CWIAX vs HEORX
CWIAX vs HEORX Comparison
Open Charts CWIAX vs HEORX
American Funds Capital World Gr&Inc 529A
Price$62.84
Change+$0.99 (+1.60%)
VolumeN/A
Net Assets119.48B
Hartford Climate Opportunities R3
Price$15.81
Change+$0.35 (+2.26%)
VolumeN/A
Net Assets113.06M
CWIAX vs HEORX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. HEORX commentary
Apr 25, 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 HEORX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 119B vs. HEORX (113M). CWIAX pays higher dividends than HEORX: CWIAX (1.63) vs HEORX (0.09). CWIAX was incepted earlier than HEORX: CWIAX (23 years) vs HEORX (9 years). HEORX (1.53) is less costly to investors than CWIAX (0.78). HEORX is a more actively managed with annual turnover of: 108.00 vs. CWIAX (27.00). HEORX has a lower initial minimum investment than CWIAX: HEORX (0) vs CWIAX (250). CWIAX annual gain was more profitable for investors over the last year : -1.47 vs. HEORX (-1.63). HEORX return over 5 years is better than : 67.13 vs. CWIAX (51.13).
| CWIAX | HEORX | CWIAX / HEORX | |
| Total Expense Ratio | 0.78 | 1.41 | 55% |
| Annual Report Gross Expense Ratio | 0.78 | 1.53 | 51% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | -3.233 | -2.276 | 142% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 113M | 105,310% |
| Annual Yield % from dividends | 1.63 | 0.09 | 1,894% |
| Returns for 1 year | -1.47 | -1.63 | 90% |
| Returns for 3 years | 16.65 | 6.47 | 257% |
| Returns for 5 years | 51.13 | 67.13 | 76% |
| Returns for 10 years | 50.50 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...