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CWICX vs HEOYX
CWICX vs HEOYX Comparison
Open Charts CWICX vs HEOYX
American Funds Capital World Gr&Inc 529C
Price$67.46
Change-$0.16 (-0.24%)
VolumeN/A
CapitalizationN/A
Hartford Climate Opportunities Y
Price$17.32
Change-$0.13 (-0.74%)
VolumeN/A
CapitalizationN/A
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CWICX vs HEOYX Comparison Chart
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CWICX vs. HEOYX commentary
Sep 21, 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 StrongBuy and HEOYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 128B vs. HEOYX (139M). 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 annual gain was more profitable for investors over the last year : 23.73 vs. HEOYX (21.54). HEOYX return over 5 years is better than : 69.56 vs. CWICX (45.56).
| 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 | 13.543 | 12.541 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 139M | 92,086% |
| Annual Yield % from dividends | 0.97 | 0.72 | 136% |
| Returns for 1 year | 23.73 | 21.54 | 110% |
| Returns for 3 years | 8.67 | 0.81 | 1,073% |
| Returns for 5 years | 45.56 | 69.56 | 65% |
| Returns for 10 years | 62.08 | N/A | - |