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CWIAX vs HEORX
CWIAX vs HEORX Comparison
Open Charts CWIAX vs HEORX
American Funds Capital World Gr&Inc 529A
Price$66.94
Change-$0.71 (-1.05%)
VolumeN/A
CapitalizationN/A
Hartford Climate Opportunities R3
Price$16.66
Change-$0.16 (-0.95%)
VolumeN/A
CapitalizationN/A
CWIAX vs HEORX Comparison Chart
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CWIAX vs. HEORX commentary
Nov 18, 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 Sell and HEORX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 125B vs. HEORX (132M). 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 (19.09) and CWIAX (19.07) have marching annual gain over last year. HEORX return over 5 years is better than : 54.15 vs. CWIAX (43.99).
| 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 | 13.092 | 9.533 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 132M | 94,697% |
| Annual Yield % from dividends | 1.67 | 0.14 | 1,219% |
| Returns for 1 year | 19.07 | 19.09 | 100% |
| Returns for 3 years | 5.27 | -6.93 | -76% |
| Returns for 5 years | 43.99 | 54.15 | 81% |
| Returns for 10 years | 71.14 | N/A | - |
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