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CWIAX vs HEOFX
CWIAX vs HEOFX Comparison
Open Charts CWIAX vs HEOFX
American Funds Capital World Gr&Inc 529A
Price$74.65
Change-$1.06 (-1.40%)
VolumeN/A
Net Assets142.37B
Hartford Climate Opportunities F
Price$19.24
Change+$0.15 (+0.79%)
VolumeN/A
Net Assets126.04M
CWIAX vs HEOFX Comparison Chart in %
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CWIAX vs. HEOFX commentary
Feb 05, 2026
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 CWIAX is a Buy and HEOFX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. HEOFX (126M). CWIAX pays higher dividends than HEOFX: CWIAX (1.45) vs HEOFX (0.63). CWIAX was incepted earlier than HEOFX: CWIAX (24 years) vs HEOFX (9 years). HEOFX (0.79) and CWIAX (0.78) have similar cost to investors . HEOFX is a more actively managed with annual turnover of: 75.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than HEOFX: CWIAX (250) vs HEOFX (1000000). HEOFX (16.42) and CWIAX (16.21) have marching annual gain over last year. CWIAX return over 5 years is better than : 33.28 vs. HEOFX (19.81).
| CWIAX | HEOFX | CWIAX / HEOFX | |
| Total Expense Ratio | 0.78 | 0.69 | 113% |
| Annual Report Gross Expense Ratio | 0.78 | 0.79 | 99% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 4.934 | 5.714 | 86% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 126M | 112,698% |
| Annual Yield % from dividends | 1.45 | 0.63 | 230% |
| Returns for 1 year | 16.21 | 16.42 | 99% |
| Returns for 3 years | 43.10 | 28.39 | 152% |
| Returns for 5 years | 33.28 | 19.81 | 168% |
| Returns for 10 years | 124.19 | N/A | - |
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