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CWIAX vs HEOSX
CWIAX vs HEOSX Comparison
Open Charts CWIAX vs HEOSX
American Funds Capital World Gr&Inc 529A
Price$64.56
Change+$0.46 (+0.72%)
VolumeN/A
Net Assets126.7B
Hartford Climate Opportunities R4
Price$16.37
Change+$0.12 (+0.74%)
VolumeN/A
Net Assets126.99M
CWIAX vs HEOSX Comparison Chart
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CWIAX vs. HEOSX commentary
Jan 19, 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 StrongBuy and HEOSX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 127B vs. HEOSX (127M). 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 annual gain was more profitable for investors over the last year : 13.10 vs. CWIAX (10.91). HEOSX return over 5 years is better than : 46.47 vs. CWIAX (32.16).
| 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 | 2.055 | 3.608 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 127M | 100,000% |
| Annual Yield % from dividends | 1.67 | 0.42 | 394% |
| Returns for 1 year | 10.91 | 13.10 | 83% |
| Returns for 3 years | 10.75 | 3.39 | 317% |
| Returns for 5 years | 32.16 | 46.47 | 69% |
| Returns for 10 years | 69.38 | N/A | - |
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