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CWIAX vs HEOYX
CWIAX vs HEOYX Comparison
Open Charts CWIAX vs HEOYX
American Funds Capital World Gr&Inc 529A
Price$67.58
Change-$0.15 (-0.22%)
VolumeN/A
CapitalizationN/A
Hartford Climate Opportunities Y
Price$17.32
Change-$0.13 (-0.74%)
VolumeN/A
CapitalizationN/A
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CWIAX vs HEOYX Comparison Chart
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CWIAX vs. HEOYX 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 HEOYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 128B vs. HEOYX (139M). 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 : 24.68 vs. HEOYX (21.54). HEOYX return over 5 years is better than : 69.56 vs. CWIAX (51.17).
| 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 | 14.173 | 12.541 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 139M | 92,086% |
| Annual Yield % from dividends | 1.67 | 0.72 | 232% |
| Returns for 1 year | 24.68 | 21.54 | 115% |
| Returns for 3 years | 11.23 | 0.81 | 1,389% |
| Returns for 5 years | 51.17 | 69.56 | 74% |
| Returns for 10 years | 74.96 | N/A | - |