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CWIAX vs HEOFX
CWIAX vs HEOFX Comparison
Open Charts CWIAX vs HEOFX
American Funds Capital World Gr&Inc 529A
Price$73.25
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
Hartford Climate Opportunities F
Price$18.62
Change+$0.08 (+0.43%)
VolumeN/A
Net Assets121.53M
CWIAX vs HEOFX Comparison Chart in %
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CWIAX vs. HEOFX commentary
Sep 09, 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: 138B vs. HEOFX (122M). CWIAX pays higher dividends than HEOFX: CWIAX (1.43) vs HEOFX (0.70). 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 (15.58) and HEOFX (14.94) have marching annual gain over last year. CWIAX return over 5 years is better than : 52.31 vs. HEOFX (46.62).
| 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 | 16.728 | 15.009 | 111% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 122M | 113,115% |
| Annual Yield % from dividends | 1.43 | 0.70 | 204% |
| Returns for 1 year | 15.58 | 14.94 | 104% |
| Returns for 3 years | 50.86 | 30.90 | 165% |
| Returns for 5 years | 52.31 | 46.62 | 112% |
| Returns for 10 years | 99.53 | N/A | - |
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