Ad is loading...
CWIAX vs HEOSX
CWIAX vs HEOSX Comparison
Open Charts CWIAX vs HEOSX
American Funds Capital World Gr&Inc 529A
Price$60.72
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.17B
Hartford Climate Opportunities R4
Price$15.24
Change+$0.12 (+0.79%)
VolumeN/A
Net Assets110.92M
CWIAX vs HEOSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. HEOSX commentary
Apr 18, 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 HEOSX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 117B vs. HEOSX (111M). CWIAX pays higher dividends than HEOSX: CWIAX (1.63) vs HEOSX (0.39). CWIAX was incepted earlier than HEOSX: CWIAX (23 years) vs HEOSX (9 years). HEOSX (1.23) is less costly to investors than CWIAX (0.78). HEOSX is a more actively managed with annual turnover of: 108.00 vs. CWIAX (27.00). HEOSX has a lower initial minimum investment than CWIAX: HEOSX (0) vs CWIAX (250). CWIAX annual gain was more profitable for investors over the last year : -0.95 vs. HEOSX (-1.94). HEOSX return over 5 years is better than : 63.55 vs. CWIAX (47.90).
| CWIAX | HEOSX | CWIAX / HEOSX | |
| Total Expense Ratio | 0.78 | 1.11 | 70% |
| Annual Report Gross Expense Ratio | 0.78 | 1.23 | 63% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | -3.725 | -4.304 | 87% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 111M | 105,405% |
| Annual Yield % from dividends | 1.63 | 0.39 | 415% |
| Returns for 1 year | -0.95 | -1.94 | 49% |
| Returns for 3 years | 12.76 | 2.70 | 472% |
| Returns for 5 years | 47.90 | 63.55 | 75% |
| Returns for 10 years | 51.53 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...