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CWIAX vs HEOFX
CWIAX vs HEOFX Comparison
Open Charts CWIAX vs HEOFX
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.
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.
| 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 | 15.007 | 16.306 | 92% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 126M | 108,730% |
| Annual Yield % from dividends | 1.46 | 0.72 | 203% |
| Returns for 1 year | 13.76 | 14.76 | 93% |
| Returns for 3 years | 52.42 | 41.56 | 126% |
| Returns for 5 years | 55.06 | 57.22 | 96% |
| Returns for 10 years | 84.54 | N/A | - |
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