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CWICX vs HEOYX
CWICX vs HEOYX Comparison
Open Charts CWICX vs HEOYX
American Funds Capital World Gr&Inc 529C
Price$63.26
Change-$1.79 (-2.75%)
VolumeN/A
CapitalizationN/A
Hartford Climate Opportunities Y
Price$16.22
Change-$0.48 (-2.87%)
VolumeN/A
CapitalizationN/A
CWICX vs HEOYX Comparison Chart
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CWICX vs. HEOYX 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 HEOYX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 121B vs. HEOYX (131M). CWICX pays higher dividends than HEOYX: CWICX (0.97) vs HEOYX (0.72). CWICX was incepted earlier than HEOYX: CWICX (23 years) vs HEOYX (9 years). HEOYX is a more actively managed with annual turnover of: 75.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than HEOYX: CWICX (250) vs HEOYX (250000). CWICX (11.37) and HEOYX (11.01) have marching annual gain over last year. HEOYX return over 5 years is better than : 51.59 vs. CWICX (32.23).
| CWICX | HEOYX | CWICX / HEOYX | |
| 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 | 8.512 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 131M | 92,366% |
| Annual Yield % from dividends | 0.97 | 0.72 | 136% |
| Returns for 1 year | 11.37 | 11.01 | 103% |
| Returns for 3 years | 9.77 | 1.58 | 617% |
| Returns for 5 years | 32.23 | 51.59 | 62% |
| Returns for 10 years | 57.01 | N/A | - |
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