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CWIAX vs HEOYX
CWIAX vs HEOYX Comparison
Open Charts CWIAX vs HEOYX
American Funds Capital World Gr&Inc 529A
Price$66.03
Change+$0.55 (+0.84%)
VolumeN/A
Net Assets128.02B
Hartford Climate Opportunities Y
Price$16.72
Change+$0.18 (+1.09%)
VolumeN/A
Net Assets126.02M
CWIAX vs HEOYX Comparison Chart
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CWIAX vs. HEOYX commentary
Jan 31, 2025
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 HEOYX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 128B vs. HEOYX (126M). 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 annual gain was more profitable for investors over the last year : 12.32 vs. CWIAX (11.51). HEOYX return over 5 years is better than : 52.68 vs. CWIAX (40.72).
| 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 | 4.379 | 3.375 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 126M | 101,587% |
| Annual Yield % from dividends | 1.67 | 0.72 | 232% |
| Returns for 1 year | 11.51 | 12.32 | 93% |
| Returns for 3 years | 15.54 | 6.98 | 223% |
| Returns for 5 years | 40.72 | 52.68 | 77% |
| Returns for 10 years | 71.78 | N/A | - |
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