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CWIAX vs HEOYX
CWIAX vs HEOYX Comparison
Open Charts CWIAX vs HEOYX
American Funds Capital World Gr&Inc 529A
Price$66.94
Change-$0.71 (-1.05%)
VolumeN/A
CapitalizationN/A
Hartford Climate Opportunities Y
Price$16.94
Change-$0.16 (-0.94%)
VolumeN/A
CapitalizationN/A
CWIAX vs HEOYX Comparison Chart
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CWIAX vs. HEOYX commentary
Nov 18, 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 Sell and HEOYX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 125B vs. HEOYX (132M). CWIAX pays higher dividends than HEOYX: CWIAX (1.67) vs HEOYX (0.72). CWIAX was incepted earlier than HEOYX: CWIAX (23 years) vs HEOYX (9 years). HEOYX is a more actively managed with annual turnover of: 75.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than HEOYX: CWIAX (250) vs HEOYX (250000). HEOYX (19.79) and CWIAX (19.07) have marching annual gain over last year. HEOYX return over 5 years is better than : 57.08 vs. CWIAX (43.99).
| CWIAX | HEOYX | CWIAX / HEOYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 13.092 | 10.071 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 132M | 94,697% |
| Annual Yield % from dividends | 1.67 | 0.72 | 232% |
| Returns for 1 year | 19.07 | 19.79 | 96% |
| Returns for 3 years | 5.27 | -5.22 | -101% |
| Returns for 5 years | 43.99 | 57.08 | 77% |
| Returns for 10 years | 71.14 | N/A | - |
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