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CWICX vs HEOFX
CWICX vs HEOFX Comparison
Open Charts CWICX vs HEOFX
American Funds Capital World Gr&Inc 529C
Price$67.46
Change-$0.27 (-0.40%)
VolumeN/A
CapitalizationN/A
Hartford Climate Opportunities F
Price$17.31
Change-$0.07 (-0.40%)
VolumeN/A
CapitalizationN/A
CWICX vs HEOFX Comparison Chart
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CWICX vs. HEOFX commentary
Nov 15, 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 CWICX is a StrongSell and HEOFX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 127B vs. HEOFX (134M). CWICX pays higher dividends than HEOFX: CWICX (0.97) vs HEOFX (0.80). CWICX was incepted earlier than HEOFX: CWICX (23 years) vs HEOFX (8 years). HEOFX is a more actively managed with annual turnover of: 75.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than HEOFX: CWICX (250) vs HEOFX (1000000). HEOFX annual gain was more profitable for investors over the last year : 21.99 vs. CWICX (20.03). HEOFX return over 5 years is better than : 59.96 vs. CWICX (40.69).
| CWICX | HEOFX | CWICX / HEOFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 13.997 | 11.697 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 134M | 94,776% |
| Annual Yield % from dividends | 0.97 | 0.80 | 122% |
| Returns for 1 year | 20.03 | 21.99 | 91% |
| Returns for 3 years | 4.37 | -3.81 | -115% |
| Returns for 5 years | 40.69 | 59.96 | 68% |
| Returns for 10 years | 62.00 | N/A | - |
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