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CWIAX vs HEOFX
CWIAX vs HEOFX Comparison
Open Charts CWIAX vs HEOFX
American Funds Capital World Gr&Inc 529A
Price$75.09
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.77B
Hartford Climate Opportunities F
Price$19.03
Change-$0.06 (-0.31%)
VolumeN/A
Net Assets122.76M
CWIAX vs HEOFX Comparison Chart in %
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CWIAX vs. HEOFX commentary
Oct 19, 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 Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 141B vs. HEOFX (123M). CWIAX pays higher dividends than HEOFX: CWIAX (1.39) vs HEOFX (0.69). 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 : 10.77 vs. HEOFX (8.25). CWIAX return over 5 years is better than : 54.01 vs. HEOFX (40.67).
| 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 | 19.974 | 17.542 | 114% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 123M | 114,634% |
| Annual Yield % from dividends | 1.39 | 0.69 | 201% |
| Returns for 1 year | 10.77 | 8.25 | 130% |
| Returns for 3 years | 67.94 | 48.94 | 139% |
| Returns for 5 years | 54.01 | 40.67 | 133% |
| Returns for 10 years | 99.76 | N/A | - |
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