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CWIAX vs HEOTX
CWIAX vs HEOTX Comparison
Open Charts CWIAX vs HEOTX
American Funds Capital World Gr&Inc 529A
Price$64.56
Change+$0.46 (+0.72%)
VolumeN/A
Net Assets126.7B
Hartford Climate Opportunities R5
Price$16.20
Change+$0.12 (+0.75%)
VolumeN/A
Net Assets126.99M
CWIAX vs HEOTX Comparison Chart
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CWIAX vs. HEOTX 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 HEOTX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 127B vs. HEOTX (127M). 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 annual gain was more profitable for investors over the last year : 13.29 vs. CWIAX (10.91). HEOTX return over 5 years is better than : 47.55 vs. CWIAX (32.16).
| 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 | 2.055 | 3.647 | 56% |
| 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 | 0.71 | 233% |
| Returns for 1 year | 10.91 | 13.29 | 82% |
| Returns for 3 years | 10.75 | 4.06 | 265% |
| Returns for 5 years | 32.16 | 47.55 | 68% |
| Returns for 10 years | 69.38 | N/A | - |