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CWIAX vs HEOFX
CWIAX vs HEOFX Comparison
Open Charts CWIAX vs HEOFX
American Funds Capital World Gr&Inc 529A
Price$71.61
Change+$0.07 (+0.10%)
VolumeN/A
Net Assets142.32B
Hartford Climate Opportunities F
Price$18.57
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets122.31M
CWIAX vs HEOFX Comparison Chart in %
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CWIAX vs. HEOFX commentary
Dec 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 Hold and HEOFX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. HEOFX (122M). CWIAX pays higher dividends than HEOFX: CWIAX (1.35) 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). HEOFX (12.63) and CWIAX (12.26) have marching annual gain over last year. CWIAX return over 5 years is better than : 33.62 vs. HEOFX (21.37).
| 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 | 14.302 | 14.700 | 97% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 122M | 116,393% |
| Annual Yield % from dividends | 1.35 | 0.67 | 202% |
| Returns for 1 year | 12.26 | 12.63 | 97% |
| Returns for 3 years | 45.97 | 34.02 | 135% |
| Returns for 5 years | 33.62 | 21.37 | 157% |
| Returns for 10 years | 95.47 | N/A | - |
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