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CWIAX vs HEORX
CWIAX vs HEORX Comparison
Open Charts CWIAX vs HEORX
American Funds Capital World Gr&Inc 529A
Price$68.87
Change+$0.24 (+0.35%)
VolumeN/A
CapitalizationN/A
Hartford Climate Opportunities R3
Price$17.23
Change-$0.01 (-0.06%)
VolumeN/A
CapitalizationN/A
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CWIAX vs HEORX Comparison Chart
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CWIAX vs. HEORX commentary
Oct 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 StrongBuy and HEORX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 129B vs. HEORX (139M). 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 (28.01) and CWIAX (27.99) have marching annual gain over last year. HEORX return over 5 years is better than : 65.60 vs. CWIAX (53.65).
| 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 | 16.352 | 13.281 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 139M | 92,806% |
| Annual Yield % from dividends | 1.67 | 0.14 | 1,219% |
| Returns for 1 year | 27.99 | 28.01 | 100% |
| Returns for 3 years | 11.75 | -0.49 | -2,418% |
| Returns for 5 years | 53.65 | 65.60 | 82% |
| Returns for 10 years | 86.25 | N/A | - |
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