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CWICX vs HEOTX
CWICX vs HEOTX Comparison
Open Charts CWICX vs HEOTX
American Funds Capital World Gr&Inc 529C
Price$63.26
Change-$1.79 (-2.75%)
VolumeN/A
CapitalizationN/A
Hartford Climate Opportunities R5
Price$15.84
Change-$0.48 (-2.94%)
VolumeN/A
CapitalizationN/A
CWICX vs HEOTX Comparison Chart
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CWICX vs. HEOTX commentary
Dec 19, 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 Buy and HEOTX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 121B vs. HEOTX (131M). 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). CWICX (11.37) and HEOTX (10.97) have marching annual gain over last year. HEOTX return over 5 years is better than : 51.26 vs. CWICX (32.23).
| 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 | 9.826 | 8.511 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 131M | 92,366% |
| Annual Yield % from dividends | 0.97 | 0.71 | 137% |
| Returns for 1 year | 11.37 | 10.97 | 104% |
| Returns for 3 years | 9.77 | 1.56 | 627% |
| Returns for 5 years | 32.23 | 51.26 | 63% |
| Returns for 10 years | 57.01 | N/A | - |
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