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CWIAX vs HEOVX
CWIAX vs HEOVX Comparison
Open Charts CWIAX vs HEOVX
American Funds Capital World Gr&Inc 529A
Price$63.39
Change+$0.33 (+0.52%)
VolumeN/A
CapitalizationN/A
Hartford Climate Opportunities R6
Price$15.82
Change+$0.12 (+0.76%)
VolumeN/A
CapitalizationN/A
CWIAX vs HEOVX Comparison Chart
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CWIAX vs. HEOVX commentary
Dec 23, 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 HEOVX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 125B vs. HEOVX (128M). CWIAX pays higher dividends than HEOVX: CWIAX (1.67) vs HEOVX (0.83). CWIAX was incepted earlier than HEOVX: CWIAX (23 years) vs HEOVX (9 years). HEOVX is a more actively managed with annual turnover of: 75.00 vs. CWIAX (27.00). HEOVX has a lower initial minimum investment than CWIAX: HEOVX (0) vs CWIAX (250). CWIAX annual gain was more profitable for investors over the last year : 8.59 vs. HEOVX (7.12). HEOVX return over 5 years is better than : 47.76 vs. CWIAX (33.27).
| CWIAX | HEOVX | CWIAX / HEOVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 7.642 | 5.749 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 128M | 97,656% |
| Annual Yield % from dividends | 1.67 | 0.83 | 200% |
| Returns for 1 year | 8.59 | 7.12 | 121% |
| Returns for 3 years | 8.37 | -1.00 | -840% |
| Returns for 5 years | 33.27 | 47.76 | 70% |
| Returns for 10 years | 65.20 | N/A | - |
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