CWIAX
Price
$72.17
Change
+$0.03 (+0.04%)
Updated
Jul 25 closing price
Net Assets
137.34B
HEOFX
Price
$18.83
Change
+$0.13 (+0.70%)
Updated
Jul 25 closing price
Net Assets
125.84M
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CWIAX vs HEOFX

Header iconCWIAX vs HEOFX Comparison
Open Charts CWIAX vs HEOFXBanner chart's image
American Funds Capital World Gr&Inc 529A
Price$72.17
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.34B
Hartford Climate Opportunities F
Price$18.83
Change+$0.13 (+0.70%)
VolumeN/A
Net Assets125.84M
CWIAX vs HEOFX Comparison Chart in %
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CWIAX vs. HEOFX commentary
Jul 27, 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 Buy and HEOFX is a Buy.

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FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 137B vs. HEOFX (126M). CWIAX pays higher dividends than HEOFX: CWIAX (1.46) vs HEOFX (0.72). CWIAX was incepted earlier than HEOFX: CWIAX (23 years) vs HEOFX (8 years). HEOFX (0.79) and CWIAX (0.78) have similar cost to investors . HEOFX is a more actively managed with annual turnover of: 108.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than HEOFX: CWIAX (250) vs HEOFX (1000000). HEOFX annual gain was more profitable for investors over the last year : 14.76 vs. CWIAX (13.76). HEOFX (57.22) and CWIAX (55.06) have equivalent 5 years return.
CWIAXHEOFXCWIAX / HEOFX
Total Expense Ratio0.780.69113%
Annual Report Gross Expense Ratio0.780.7999%
Fund Existence23 years8 years-
Gain YTD15.00716.30692%
Front Load4%N/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets137B126M108,730%
Annual Yield % from dividends1.460.72203%
Returns for 1 year13.7614.7693%
Returns for 3 years52.4241.56126%
Returns for 5 years55.0657.2296%
Returns for 10 years84.54N/A-
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