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CWICX vs HEOIX
CWICX vs HEOIX Comparison
Open Charts CWICX vs HEOIX
American Funds Capital World Gr&Inc 529C
Price$67.46
Change-$0.16 (-0.24%)
VolumeN/A
CapitalizationN/A
Hartford Climate Opportunities I
Price$17.04
Change-$0.13 (-0.76%)
VolumeN/A
CapitalizationN/A
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CWICX vs HEOIX Comparison Chart
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CWICX vs. HEOIX 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 CWICX is a StrongBuy and HEOIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 128B vs. HEOIX (139M). 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). CWICX annual gain was more profitable for investors over the last year : 19.08 vs. HEOIX (16.97). HEOIX return over 5 years is better than : 66.28 vs. CWICX (43.38).
| 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 | 11.843 | 10.818 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 139M | 92,086% |
| Annual Yield % from dividends | 0.97 | 0.63 | 154% |
| Returns for 1 year | 19.08 | 16.97 | 112% |
| Returns for 3 years | 5.65 | -2.65 | -213% |
| Returns for 5 years | 43.38 | 66.28 | 65% |
| Returns for 10 years | 57.38 | N/A | - |
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