Ad is loading...
CWICX vs HEOFX
CWICX vs HEOFX Comparison
Open Charts CWICX vs HEOFX
American Funds Capital World Gr&Inc 529C
Price$63.29
Change+$0.33 (+0.52%)
VolumeN/A
CapitalizationN/A
Hartford Climate Opportunities F
Price$16.47
Change+$0.13 (+0.80%)
VolumeN/A
CapitalizationN/A
CWICX vs HEOFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWICX vs. HEOFX commentary
Dec 24, 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 Buy and HEOFX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 125B vs. HEOFX (128M). 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). CWICX annual gain was more profitable for investors over the last year : 7.77 vs. HEOFX (7.24). HEOFX return over 5 years is better than : 48.29 vs. CWICX (28.33).
| 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 | 6.854 | 5.848 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 128M | 97,656% |
| Annual Yield % from dividends | 0.97 | 0.80 | 122% |
| Returns for 1 year | 7.77 | 7.24 | 107% |
| Returns for 3 years | 5.92 | -0.90 | -659% |
| Returns for 5 years | 28.33 | 48.29 | 59% |
| Returns for 10 years | 53.02 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers