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CWICX vs HEOIX
CWICX vs HEOIX Comparison
Open Charts CWICX vs HEOIX
American Funds Capital World Gr&Inc 529C
Price$63.26
Change-$1.79 (-2.75%)
VolumeN/A
CapitalizationN/A
Hartford Climate Opportunities I
Price$15.95
Change-$0.48 (-2.92%)
VolumeN/A
CapitalizationN/A
CWICX vs HEOIX Comparison Chart
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CWICX vs. HEOIX commentary
Dec 19, 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 HEOIX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 121B vs. HEOIX (131M). 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 (11.37) and HEOIX (10.87) have marching annual gain over last year. HEOIX return over 5 years is better than : 50.89 vs. CWICX (32.23).
| 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 | 9.826 | 8.377 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 131M | 92,366% |
| Annual Yield % from dividends | 0.97 | 0.63 | 154% |
| Returns for 1 year | 11.37 | 10.87 | 105% |
| Returns for 3 years | 9.77 | 1.30 | 753% |
| Returns for 5 years | 32.23 | 50.89 | 63% |
| Returns for 10 years | 57.01 | N/A | - |