Ad is loading...
CWIAX vs HEOTX
CWIAX vs HEOTX Comparison
Open Charts CWIAX vs HEOTX
American Funds Capital World Gr&Inc 529A
Price$68.63
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Hartford Climate Opportunities R5
Price$17.12
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
CWIAX vs HEOTX Comparison Chart
Loading...
CWIAX vs. HEOTX 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 HEOTX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 128B vs. HEOTX (138M). CWIAX pays higher dividends than HEOTX: CWIAX (1.67) vs HEOTX (0.71). CWIAX was incepted earlier than HEOTX: CWIAX (23 years) vs HEOTX (9 years). HEOTX is a more actively managed with annual turnover of: 75.00 vs. CWIAX (27.00). HEOTX has a lower initial minimum investment than CWIAX: HEOTX (0) vs CWIAX (250). HEOTX (26.10) and CWIAX (25.86) have marching annual gain over last year. HEOTX return over 5 years is better than : 67.64 vs. CWIAX (53.11).
| CWIAX | HEOTX | CWIAX / HEOTX | |
| 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 | 13.830 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 138M | 92,754% |
| Annual Yield % from dividends | 1.67 | 0.71 | 233% |
| Returns for 1 year | 25.86 | 26.10 | 99% |
| Returns for 3 years | 11.09 | 0.90 | 1,232% |
| Returns for 5 years | 53.11 | 67.64 | 79% |
| Returns for 10 years | 87.06 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SGOL | 25.55 | 0.13 | +0.51% |
| abrdn Physical Gold Shares ETF | |||
| FVC | 36.38 | 0.17 | +0.46% |
| First Trust Dorsey Wright Dynamic Foc 5 | |||
| DWCR | 30.37 | 0.09 | +0.29% |
| Arrow DWA Tactical International ETF | |||
| QLVD | 28.21 | 0.03 | +0.10% |
| FlexShares Dev Mks ex-US Qual Lw Vol ETF | |||
| EWS | 21.88 | -0.01 | -0.05% |
| iShares MSCI Singapore ETF | |||