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CWIAX vs HEOMX
CWIAX vs HEOMX Comparison
Open Charts CWIAX vs HEOMX
American Funds Capital World Gr&Inc 529A
Price$72.92
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
Hartford Climate Opportunities A
Price$18.32
Change+$0.06 (+0.33%)
VolumeN/A
Net Assets121.53M
CWIAX vs HEOMX Comparison Chart in %
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CWIAX vs. HEOMX commentary
Sep 08, 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: 138B vs. HEOMX (122M). CWIAX pays higher dividends than HEOMX: CWIAX (1.43) vs HEOMX (0.27). 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 : 13.15 vs. HEOMX (11.57). CWIAX return over 5 years is better than : 50.93 vs. HEOMX (43.76).
| 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 | 16.202 | 14.143 | 115% |
| Front Load | 4% | 6% | 64% |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 122M | 113,115% |
| Annual Yield % from dividends | 1.43 | 0.27 | 534% |
| Returns for 1 year | 13.15 | 11.57 | 114% |
| Returns for 3 years | 55.56 | 34.14 | 163% |
| Returns for 5 years | 50.93 | 43.76 | 116% |
| Returns for 10 years | 98.76 | N/A | - |
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