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CWIAX vs HEORX
CWIAX vs HEORX Comparison
Open Charts CWIAX vs HEORX
American Funds Capital World Gr&Inc 529A
Price$66.03
Change+$0.55 (+0.84%)
VolumeN/A
Net Assets128.02B
Hartford Climate Opportunities R3
Price$16.52
Change+$0.18 (+1.10%)
VolumeN/A
Net Assets126.02M
CWIAX vs HEORX Comparison Chart
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CWIAX vs. HEORX commentary
Jan 31, 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 HEORX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 128B vs. HEORX (126M). CWIAX pays higher dividends than HEORX: CWIAX (1.67) vs HEORX (0.14). CWIAX was incepted earlier than HEORX: CWIAX (23 years) vs HEORX (9 years). HEORX is a more actively managed with annual turnover of: 75.00 vs. CWIAX (27.00). HEORX has a lower initial minimum investment than CWIAX: HEORX (0) vs CWIAX (250). HEORX (11.56) and CWIAX (11.51) have marching annual gain over last year. HEORX return over 5 years is better than : 49.53 vs. CWIAX (40.72).
| CWIAX | HEORX | CWIAX / HEORX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 4.379 | 3.287 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 126M | 101,587% |
| Annual Yield % from dividends | 1.67 | 0.14 | 1,219% |
| Returns for 1 year | 11.51 | 11.56 | 100% |
| Returns for 3 years | 15.54 | 5.06 | 307% |
| Returns for 5 years | 40.72 | 49.53 | 82% |
| Returns for 10 years | 71.78 | N/A | - |
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