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CWIAX vs HEOVX
CWIAX vs HEOVX Comparison
Open Charts CWIAX vs HEOVX
American Funds Capital World Gr&Inc 529A
Price$67.58
Change-$0.15 (-0.22%)
VolumeN/A
CapitalizationN/A
Hartford Climate Opportunities R6
Price$16.85
Change-$0.13 (-0.77%)
VolumeN/A
CapitalizationN/A
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CWIAX vs HEOVX Comparison Chart
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CWIAX vs. HEOVX commentary
Sep 21, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 128B vs. HEOVX (139M). 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 : 24.68 vs. HEOVX (21.61). HEOVX return over 5 years is better than : 69.86 vs. CWIAX (51.17).
| 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 | 14.173 | 12.634 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 139M | 92,086% |
| Annual Yield % from dividends | 1.67 | 0.83 | 200% |
| Returns for 1 year | 24.68 | 21.61 | 114% |
| Returns for 3 years | 11.23 | 0.91 | 1,239% |
| Returns for 5 years | 51.17 | 69.86 | 73% |
| Returns for 10 years | 74.96 | N/A | - |
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