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CWIAX vs HEOVX
CWIAX vs HEOVX Comparison
Open Charts CWIAX vs HEOVX
American Funds Capital World Gr&Inc 529A
Price$67.89
Change+$0.23 (+0.34%)
VolumeN/A
CapitalizationN/A
Hartford Climate Opportunities R6
Price$16.84
Change+$0.12 (+0.72%)
VolumeN/A
CapitalizationN/A
CWIAX vs HEOVX Comparison Chart
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CWIAX vs. HEOVX commentary
Nov 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 StrongBuy and HEOVX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 126B vs. HEOVX (134M). 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). HEOVX annual gain was more profitable for investors over the last year : 20.41 vs. CWIAX (18.80). HEOVX return over 5 years is better than : 60.37 vs. CWIAX (46.03).
| 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 | 14.308 | 11.765 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126B | 134M | 94,030% |
| Annual Yield % from dividends | 1.67 | 0.83 | 200% |
| Returns for 1 year | 18.80 | 20.41 | 92% |
| Returns for 3 years | 8.24 | -3.09 | -267% |
| Returns for 5 years | 46.03 | 60.37 | 76% |
| Returns for 10 years | 71.53 | N/A | - |
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