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CWIAX vs HEOFX
CWIAX vs HEOFX Comparison
Open Charts CWIAX vs HEOFX
American Funds Capital World Gr&Inc 529A
Price$72.47
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
Hartford Climate Opportunities F
Price$18.67
Change+$0.04 (+0.21%)
VolumeN/A
Net Assets123.91M
CWIAX vs HEOFX Comparison Chart in %
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CWIAX vs. HEOFX commentary
Aug 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 Buy and HEOFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 137B vs. HEOFX (124M). CWIAX pays higher dividends than HEOFX: CWIAX (1.46) vs HEOFX (0.71). CWIAX was incepted earlier than HEOFX: CWIAX (24 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 : 13.23 vs. CWIAX (11.41). CWIAX return over 5 years is better than : 51.32 vs. HEOFX (47.80).
| 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 | 8 years | - |
| Gain YTD | 15.485 | 15.318 | 101% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 124M | 110,484% |
| Annual Yield % from dividends | 1.46 | 0.71 | 207% |
| Returns for 1 year | 11.41 | 13.23 | 86% |
| Returns for 3 years | 42.58 | 26.33 | 162% |
| Returns for 5 years | 51.32 | 47.80 | 107% |
| Returns for 10 years | 85.94 | N/A | - |
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