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CWIAX vs HEOSX
CWIAX vs HEOSX Comparison
Open Charts CWIAX vs HEOSX
American Funds Capital World Gr&Inc 529A
Price$66.94
Change-$0.71 (-1.05%)
VolumeN/A
CapitalizationN/A
Hartford Climate Opportunities R4
Price$16.69
Change-$0.15 (-0.89%)
VolumeN/A
CapitalizationN/A
CWIAX vs HEOSX Comparison Chart
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CWIAX vs. HEOSX 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 HEOSX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 125B vs. HEOSX (132M). 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 (19.58) and CWIAX (19.07) have marching annual gain over last year. HEOSX return over 5 years is better than : 55.78 vs. CWIAX (43.99).
| 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 | 13.092 | 9.947 | 132% |
| 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 | 0.42 | 394% |
| Returns for 1 year | 19.07 | 19.58 | 97% |
| Returns for 3 years | 5.27 | -5.91 | -89% |
| Returns for 5 years | 43.99 | 55.78 | 79% |
| Returns for 10 years | 71.14 | N/A | - |
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