Interact to see
Advertisement
Advertisement
CWIAX vs HEOFX
CWIAX vs HEOFX Comparison
Open Charts CWIAX vs HEOFX
American Funds Capital World Gr&Inc 529A
Price$68.42
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
Hartford Climate Opportunities F
Price$17.45
Change-$0.24 (-1.36%)
VolumeN/A
Net Assets120.76M
CWIAX vs HEOFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. HEOFX commentary
Jun 16, 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.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 131B vs. HEOFX (121M). CWIAX pays higher dividends than HEOFX: CWIAX (1.52) vs HEOFX (0.75). 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). CWIAX annual gain was more profitable for investors over the last year : 6.31 vs. HEOFX (3.41). HEOFX return over 5 years is better than : 65.54 vs. CWIAX (56.31).
| CWIAX | HEOFX | CWIAX / HEOFX | |
| Total Expense Ratio | 0.78 | 0.69 | 113% |
| Annual Report Gross Expense Ratio | 0.78 | 0.79 | 99% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 9.031 | 7.783 | 116% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 121M | 108,264% |
| Annual Yield % from dividends | 1.52 | 0.75 | 204% |
| Returns for 1 year | 6.31 | 3.41 | 185% |
| Returns for 3 years | 45.37 | 33.82 | 134% |
| Returns for 5 years | 56.31 | 65.54 | 86% |
| Returns for 10 years | 73.44 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement