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CWIAX vs HEOSX
CWIAX vs HEOSX Comparison
Open Charts CWIAX vs HEOSX
American Funds Capital World Gr&Inc 529A
Price$68.87
Change+$0.24 (+0.35%)
VolumeN/A
CapitalizationN/A
Hartford Climate Opportunities R4
Price$17.25
Change-$0.01 (-0.06%)
VolumeN/A
CapitalizationN/A
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CWIAX vs HEOSX Comparison Chart
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CWIAX vs. HEOSX 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 HEOSX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 129B vs. HEOSX (139M). CWIAX pays higher dividends than HEOSX: CWIAX (1.67) vs HEOSX (0.42). CWIAX was incepted earlier than HEOSX: CWIAX (23 years) vs HEOSX (9 years). HEOSX is a more actively managed with annual turnover of: 75.00 vs. CWIAX (27.00). HEOSX has a lower initial minimum investment than CWIAX: HEOSX (0) vs CWIAX (250). HEOSX (25.91) and CWIAX (25.86) have marching annual gain over last year. HEOSX return over 5 years is better than : 66.63 vs. CWIAX (53.11).
| CWIAX | HEOSX | CWIAX / HEOSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 15.947 | 13.702 | 116% |
| 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 | 0.42 | 394% |
| Returns for 1 year | 25.86 | 25.91 | 100% |
| Returns for 3 years | 11.09 | 0.32 | 3,515% |
| Returns for 5 years | 53.11 | 66.63 | 80% |
| Returns for 10 years | 87.06 | N/A | - |
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