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CWICX vs HEOTX
CWICX vs HEOTX Comparison
Open Charts CWICX vs HEOTX
American Funds Capital World Gr&Inc 529C
Price$66.75
Change-$0.71 (-1.05%)
VolumeN/A
CapitalizationN/A
Hartford Climate Opportunities R5
Price$16.56
Change-$0.15 (-0.90%)
VolumeN/A
CapitalizationN/A
CWICX vs HEOTX Comparison Chart
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CWICX vs. HEOTX 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 HEOTX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 125B vs. HEOTX (132M). CWICX pays higher dividends than HEOTX: CWICX (0.97) vs HEOTX (0.71). CWICX was incepted earlier than HEOTX: CWICX (23 years) vs HEOTX (9 years). HEOTX is a more actively managed with annual turnover of: 75.00 vs. CWICX (27.00). HEOTX has a lower initial minimum investment than CWICX: HEOTX (0) vs CWICX (250). HEOTX annual gain was more profitable for investors over the last year : 19.79 vs. CWICX (18.17). HEOTX return over 5 years is better than : 56.78 vs. CWICX (38.65).
| CWICX | HEOTX | CWICX / HEOTX | |
| 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 | 10.106 | 122% |
| 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 | 0.71 | 137% |
| Returns for 1 year | 18.17 | 19.79 | 92% |
| Returns for 3 years | 2.87 | -5.34 | -54% |
| Returns for 5 years | 38.65 | 56.78 | 68% |
| Returns for 10 years | 58.57 | N/A | - |
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