Ad is loading...
Ad is loading...
CWICX vs HEOSX
CWICX vs HEOSX Comparison
Open Charts CWICX vs HEOSX
American Funds Capital World Gr&Inc 529C
Price$66.75
Change-$0.71 (-1.05%)
VolumeN/A
CapitalizationN/A
Hartford Climate Opportunities R4
Price$16.69
Change-$0.15 (-0.89%)
VolumeN/A
CapitalizationN/A
CWICX vs HEOSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWICX vs. HEOSX commentary
Nov 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 Sell and HEOSX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 125B vs. HEOSX (132M). 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 annual gain was more profitable for investors over the last year : 19.58 vs. CWICX (18.17). HEOSX return over 5 years is better than : 55.78 vs. CWICX (38.65).
| 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 | 12.348 | 9.947 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 132M | 94,697% |
| Annual Yield % from dividends | 0.97 | 0.42 | 231% |
| Returns for 1 year | 18.17 | 19.58 | 93% |
| Returns for 3 years | 2.87 | -5.91 | -49% |
| Returns for 5 years | 38.65 | 55.78 | 69% |
| Returns for 10 years | 58.57 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...