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CWICX vs HEOYX
CWICX vs HEOYX Comparison
Open Charts CWICX vs HEOYX
American Funds Capital World Gr&Inc 529C
Price$65.87
Change+$0.55 (+0.84%)
VolumeN/A
Net Assets128.02B
Hartford Climate Opportunities Y
Price$16.72
Change+$0.18 (+1.09%)
VolumeN/A
Net Assets126.02M
CWICX vs HEOYX Comparison Chart
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CWICX vs. HEOYX commentary
Jan 31, 2025
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 HEOYX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 128B vs. HEOYX (126M). 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). HEOYX annual gain was more profitable for investors over the last year : 12.32 vs. CWICX (10.67). HEOYX return over 5 years is better than : 52.68 vs. CWICX (35.50).
| 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 | 4.307 | 3.375 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 126M | 101,587% |
| Annual Yield % from dividends | 0.97 | 0.72 | 136% |
| Returns for 1 year | 10.67 | 12.32 | 87% |
| Returns for 3 years | 12.92 | 6.98 | 185% |
| Returns for 5 years | 35.50 | 52.68 | 67% |
| Returns for 10 years | 59.16 | N/A | - |
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