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CWIAX vs HEOYX
CWIAX vs HEOYX Comparison
Open Charts CWIAX vs HEOYX
American Funds Capital World Gr&Inc 529A
Price$63.36
Change-$1.80 (-2.76%)
VolumeN/A
CapitalizationN/A
Hartford Climate Opportunities Y
Price$16.22
Change-$0.48 (-2.87%)
VolumeN/A
CapitalizationN/A
CWIAX vs HEOYX Comparison Chart
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CWIAX vs. HEOYX commentary
Dec 19, 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 HEOYX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 121B vs. HEOYX (131M). 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). CWIAX annual gain was more profitable for investors over the last year : 12.04 vs. HEOYX (11.01). HEOYX return over 5 years is better than : 51.59 vs. CWIAX (37.08).
| 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 | 10.448 | 8.512 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 131M | 92,366% |
| Annual Yield % from dividends | 1.67 | 0.72 | 232% |
| Returns for 1 year | 12.04 | 11.01 | 109% |
| Returns for 3 years | 12.14 | 1.58 | 767% |
| Returns for 5 years | 37.08 | 51.59 | 72% |
| Returns for 10 years | 69.21 | N/A | - |
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