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CWICX vs HEOIX
CWICX vs HEOIX Comparison
Open Charts CWICX vs HEOIX
American Funds Capital World Gr&Inc 529C
Price$66.75
Change-$0.71 (-1.05%)
VolumeN/A
CapitalizationN/A
Hartford Climate Opportunities I
Price$16.67
Change-$0.16 (-0.95%)
VolumeN/A
CapitalizationN/A
CWICX vs HEOIX Comparison Chart
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CWICX vs. HEOIX commentary
Nov 18, 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 Sell and HEOIX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 125B vs. HEOIX (132M). CWICX pays higher dividends than HEOIX: CWICX (0.97) vs HEOIX (0.63). CWICX was incepted earlier than HEOIX: CWICX (23 years) vs HEOIX (9 years). HEOIX is a more actively managed with annual turnover of: 75.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than HEOIX: CWICX (250) vs HEOIX (2000). HEOIX annual gain was more profitable for investors over the last year : 19.62 vs. CWICX (18.17). HEOIX return over 5 years is better than : 56.30 vs. CWICX (38.65).
| CWICX | HEOIX | CWICX / HEOIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 12.348 | 9.960 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 132M | 94,697% |
| Annual Yield % from dividends | 0.97 | 0.63 | 154% |
| Returns for 1 year | 18.17 | 19.62 | 93% |
| Returns for 3 years | 2.87 | -5.59 | -51% |
| Returns for 5 years | 38.65 | 56.30 | 69% |
| Returns for 10 years | 58.57 | N/A | - |
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