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CWIAX vs HEOMX
CWIAX vs HEOMX Comparison
Open Charts CWIAX vs HEOMX
American Funds Capital World Gr&Inc 529A
Price$68.42
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
Hartford Climate Opportunities A
Price$17.26
Change-$0.24 (-1.37%)
VolumeN/A
Net Assets120.76M
CWIAX vs HEOMX Comparison Chart
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CWIAX vs. HEOMX commentary
Jun 16, 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 HEOMX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 131B vs. HEOMX (121M). CWIAX pays higher dividends than HEOMX: CWIAX (1.52) vs HEOMX (0.29). CWIAX was incepted earlier than HEOMX: CWIAX (23 years) vs HEOMX (9 years). HEOMX (1.17) is less costly to investors than CWIAX (0.78). HEOMX is a more actively managed with annual turnover of: 108.00 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 : 6.31 vs. HEOMX (2.87). HEOMX return over 5 years is better than : 62.10 vs. CWIAX (56.31).
| CWIAX | HEOMX | CWIAX / HEOMX | |
| Total Expense Ratio | 0.78 | 1.17 | 67% |
| Annual Report Gross Expense Ratio | 0.78 | 1.17 | 67% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 9.031 | 7.539 | 120% |
| Front Load | 4% | 6% | 64% |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 121M | 108,264% |
| Annual Yield % from dividends | 1.52 | 0.29 | 533% |
| Returns for 1 year | 6.31 | 2.87 | 220% |
| Returns for 3 years | 45.37 | 31.81 | 143% |
| Returns for 5 years | 56.31 | 62.10 | 91% |
| Returns for 10 years | 73.44 | N/A | - |
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