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CWICX vs HEOMX
CWICX vs HEOMX Comparison
Open Charts CWICX vs HEOMX
American Funds Capital World Gr&Inc 529C
Price$67.69
Change+$0.23 (+0.34%)
VolumeN/A
CapitalizationN/A
Hartford Climate Opportunities A
Price$17.29
Change+$0.13 (+0.76%)
VolumeN/A
CapitalizationN/A
CWICX vs HEOMX Comparison Chart
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CWICX vs. HEOMX commentary
Nov 24, 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 Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 126B vs. HEOMX (134M). 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 : 20.68 vs. CWICX (18.30). HEOMX return over 5 years is better than : 58.65 vs. CWICX (41.11).
| 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 | 13.930 | 12.054 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126B | 134M | 94,030% |
| Annual Yield % from dividends | 0.97 | 0.34 | 286% |
| Returns for 1 year | 18.30 | 20.68 | 89% |
| Returns for 3 years | 6.02 | -3.48 | -173% |
| Returns for 5 years | 41.11 | 58.65 | 70% |
| Returns for 10 years | 59.61 | N/A | - |
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