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CWICX vs HEOMX
CWICX vs HEOMX Comparison
Open Charts CWICX vs HEOMX
American Funds Capital World Gr&Inc 529C
Price$67.46
Change-$0.16 (-0.24%)
VolumeN/A
CapitalizationN/A
Hartford Climate Opportunities A
Price$17.32
Change-$0.13 (-0.74%)
VolumeN/A
CapitalizationN/A
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CWICX vs HEOMX Comparison Chart
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CWICX vs. HEOMX 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 HEOMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 128B vs. HEOMX (139M). CWICX pays higher dividends than HEOMX: CWICX (0.97) vs HEOMX (0.34). CWICX was incepted earlier than HEOMX: CWICX (23 years) vs HEOMX (9 years). HEOMX is a more actively managed with annual turnover of: 75.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than HEOMX: CWICX (250) vs HEOMX (2000). CWICX annual gain was more profitable for investors over the last year : 23.73 vs. HEOMX (21.05). HEOMX return over 5 years is better than : 66.90 vs. CWICX (45.56).
| CWICX | HEOMX | CWICX / HEOMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 13.543 | 12.249 | 111% |
| 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 | 0.34 | 286% |
| Returns for 1 year | 23.73 | 21.05 | 113% |
| Returns for 3 years | 8.67 | -0.40 | -2,161% |
| Returns for 5 years | 45.56 | 66.90 | 68% |
| Returns for 10 years | 62.08 | N/A | - |