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CWIAX vs HEOMX
CWIAX vs HEOMX Comparison
Open Charts CWIAX vs HEOMX
American Funds Capital World Gr&Inc 529A
Price$74.65
Change-$1.06 (-1.40%)
VolumeN/A
Net Assets142.37B
Hartford Climate Opportunities A
Price$19.06
Change+$0.20 (+1.06%)
VolumeN/A
Net Assets126.32M
CWIAX vs HEOMX Comparison Chart in %
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CWIAX vs. HEOMX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. HEOMX (126M). CWIAX pays higher dividends than HEOMX: CWIAX (1.45) vs HEOMX (0.18). 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 (16.21) and HEOMX (15.81) have marching annual gain over last year. CWIAX return over 5 years is better than : 33.28 vs. HEOMX (16.71).
| 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 | 4.934 | 5.654 | 87% |
| Front Load | 4% | 6% | 64% |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 126M | 112,698% |
| Annual Yield % from dividends | 1.45 | 0.18 | 825% |
| Returns for 1 year | 16.21 | 15.81 | 103% |
| Returns for 3 years | 43.10 | 26.39 | 163% |
| Returns for 5 years | 33.28 | 16.71 | 199% |
| Returns for 10 years | 124.19 | N/A | - |
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