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CWIAX vs HEOFX
CWIAX vs HEOFX Comparison
Open Charts CWIAX vs HEOFX
American Funds Capital World Gr&Inc 529A
Price$75.85
Change-$1.40 (-1.81%)
VolumeN/A
Net Assets144.09B
Hartford Climate Opportunities F
Price$19.04
Change-$0.33 (-1.70%)
VolumeN/A
Net Assets120.97M
CWIAX vs HEOFX Comparison Chart in %
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CWIAX vs. HEOFX commentary
Nov 14, 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 CWIAX is a StrongBuy and HEOFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 144B vs. HEOFX (121M). CWIAX pays higher dividends than HEOFX: CWIAX (1.36) vs HEOFX (0.67). 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). CWIAX annual gain was more profitable for investors over the last year : 15.02 vs. HEOFX (12.21). CWIAX return over 5 years is better than : 51.04 vs. HEOFX (37.41).
| 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 | 23.425 | 19.642 | 119% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 121M | 119,008% |
| Annual Yield % from dividends | 1.36 | 0.67 | 203% |
| Returns for 1 year | 15.02 | 12.21 | 123% |
| Returns for 3 years | 57.07 | 35.80 | 159% |
| Returns for 5 years | 51.04 | 37.41 | 136% |
| Returns for 10 years | 109.69 | N/A | - |
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