Ad is loading...
CWICX vs HEOSX
CWICX vs HEOSX Comparison
Open Charts CWICX vs HEOSX
American Funds Capital World Gr&Inc 529C
Price$68.71
Change+$0.23 (+0.34%)
VolumeN/A
CapitalizationN/A
Hartford Climate Opportunities R4
Price$17.25
Change-$0.01 (-0.06%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
CWICX vs HEOSX Comparison Chart
Loading...
CWICX vs. HEOSX commentary
Oct 18, 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 HEOSX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 129B vs. HEOSX (139M). CWICX pays higher dividends than HEOSX: CWICX (0.97) vs HEOSX (0.42). CWICX was incepted earlier than HEOSX: CWICX (23 years) vs HEOSX (9 years). HEOSX is a more actively managed with annual turnover of: 75.00 vs. CWICX (27.00). HEOSX has a lower initial minimum investment than CWICX: HEOSX (0) vs CWICX (250). HEOSX (25.91) and CWICX (24.92) have marching annual gain over last year. HEOSX return over 5 years is better than : 66.63 vs. CWICX (47.43).
| CWICX | HEOSX | CWICX / HEOSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 15.260 | 13.702 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 139M | 92,806% |
| Annual Yield % from dividends | 0.97 | 0.42 | 231% |
| Returns for 1 year | 24.92 | 25.91 | 96% |
| Returns for 3 years | 8.56 | 0.32 | 2,713% |
| Returns for 5 years | 47.43 | 66.63 | 71% |
| Returns for 10 years | 73.29 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...