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CWIAX vs HEOYX
CWIAX vs HEOYX Comparison
Open Charts CWIAX vs HEOYX
American Funds Capital World Gr&Inc 529A
Price$64.60
Change-$0.59 (-0.91%)
VolumeN/A
Net Assets126.71B
Hartford Climate Opportunities Y
Price$16.07
Change-$0.13 (-0.80%)
VolumeN/A
Net Assets121.51M
CWIAX vs HEOYX Comparison Chart
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CWIAX vs. HEOYX commentary
Mar 05, 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 Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 127B vs. HEOYX (122M). 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 : 3.72 vs. HEOYX (2.67). HEOYX return over 5 years is better than : 53.80 vs. CWIAX (45.40).
| 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 | 2.118 | 1.250 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 122M | 104,098% |
| Annual Yield % from dividends | 1.67 | 0.72 | 232% |
| Returns for 1 year | 3.72 | 2.67 | 139% |
| Returns for 3 years | 21.22 | 11.08 | 192% |
| Returns for 5 years | 45.40 | 53.80 | 84% |
| Returns for 10 years | 65.39 | N/A | - |