Ad is loading...
Ad is loading...
CWICX vs HEOYX
CWICX vs HEOYX Comparison
Open Charts CWICX vs HEOYX
American Funds Capital World Gr&Inc 529C
Price$66.75
Change-$0.71 (-1.05%)
VolumeN/A
CapitalizationN/A
Hartford Climate Opportunities Y
Price$16.94
Change-$0.16 (-0.94%)
VolumeN/A
CapitalizationN/A
CWICX vs HEOYX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWICX vs. HEOYX 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 HEOYX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 125B vs. HEOYX (132M). 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 : 19.79 vs. CWICX (18.17). HEOYX return over 5 years is better than : 57.08 vs. CWICX (38.65).
| 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 | 12.348 | 10.071 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 132M | 94,697% |
| Annual Yield % from dividends | 0.97 | 0.72 | 136% |
| Returns for 1 year | 18.17 | 19.79 | 92% |
| Returns for 3 years | 2.87 | -5.22 | -55% |
| Returns for 5 years | 38.65 | 57.08 | 68% |
| Returns for 10 years | 58.57 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...