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CWICX vs HEOMX
CWICX vs HEOMX Comparison
Open Charts CWICX vs HEOMX
American Funds Capital World Gr&Inc 529C
Price$66.06
Change+$0.46 (+0.70%)
VolumeN/A
Net Assets128.9B
Hartford Climate Opportunities A
Price$17.04
Change+$0.08 (+0.47%)
VolumeN/A
Net Assets129.45M
CWICX vs HEOMX Comparison Chart
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CWICX vs. HEOMX commentary
Jan 24, 2025
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 Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 129B vs. HEOMX (129M). 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). HEOMX annual gain was more profitable for investors over the last year : 14.56 vs. CWICX (11.05). HEOMX return over 5 years is better than : 49.40 vs. CWICX (31.88).
| 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 | 4.608 | 6.168 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 129M | 100,000% |
| Annual Yield % from dividends | 0.97 | 0.34 | 286% |
| Returns for 1 year | 11.05 | 14.56 | 76% |
| Returns for 3 years | 14.98 | 8.89 | 169% |
| Returns for 5 years | 31.88 | 49.40 | 65% |
| Returns for 10 years | 57.87 | N/A | - |
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