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CWIAX vs HEOMX
CWIAX vs HEOMX Comparison
Open Charts CWIAX vs HEOMX
American Funds Capital World Gr&Inc 529A
Price$77.00
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets142.32B
Hartford Climate Opportunities A
Price$19.13
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets122.62M
CWIAX vs HEOMX Comparison Chart in %
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CWIAX vs. HEOMX commentary
Dec 04, 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 StrongBuy and HEOMX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. HEOMX (123M). CWIAX pays higher dividends than HEOMX: CWIAX (1.35) vs HEOMX (0.26). CWIAX was incepted earlier than HEOMX: CWIAX (24 years) vs HEOMX (10 years). HEOMX (1.17) is less costly to investors than CWIAX (0.78). HEOMX is a more actively managed with annual turnover of: 75.00 vs. CWIAX (27.00). HEOMX initial investment is less costly to investors than CWIAX (4%) vs CWIAX (4%). CWIAX has a lower initial minimum investment than HEOMX: CWIAX (250) vs HEOMX (2000). CWIAX annual gain was more profitable for investors over the last year : 12.62 vs. HEOMX (8.58). CWIAX return over 5 years is better than : 44.44 vs. HEOMX (28.34).
| CWIAX | HEOMX | CWIAX / HEOMX | |
| Total Expense Ratio | 0.78 | 1.17 | 67% |
| Annual Report Gross Expense Ratio | 0.78 | 1.17 | 67% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 22.035 | 18.505 | 119% |
| Front Load | 4% | 6% | 64% |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 123M | 115,447% |
| Annual Yield % from dividends | 1.35 | 0.26 | 528% |
| Returns for 1 year | 12.62 | 8.58 | 147% |
| Returns for 3 years | 50.37 | 30.07 | 168% |
| Returns for 5 years | 44.44 | 28.34 | 157% |
| Returns for 10 years | 102.70 | N/A | - |
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