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CWIAX vs HEOTX
CWIAX vs HEOTX Comparison
Open Charts CWIAX vs HEOTX
American Funds Capital World Gr&Inc 529A
Price$63.36
Change-$1.80 (-2.76%)
VolumeN/A
CapitalizationN/A
Hartford Climate Opportunities R5
Price$15.84
Change-$0.48 (-2.94%)
VolumeN/A
CapitalizationN/A
CWIAX vs HEOTX Comparison Chart
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CWIAX vs. HEOTX commentary
Dec 19, 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 Buy and HEOTX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 121B vs. HEOTX (131M). 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). CWIAX annual gain was more profitable for investors over the last year : 12.04 vs. HEOTX (10.97). HEOTX return over 5 years is better than : 51.26 vs. CWIAX (37.08).
| 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 | 10.448 | 8.511 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 131M | 92,366% |
| Annual Yield % from dividends | 1.67 | 0.71 | 233% |
| Returns for 1 year | 12.04 | 10.97 | 110% |
| Returns for 3 years | 12.14 | 1.56 | 780% |
| Returns for 5 years | 37.08 | 51.26 | 72% |
| Returns for 10 years | 69.21 | N/A | - |
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