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CWIAX vs HEOMX
CWIAX vs HEOMX Comparison
Open Charts CWIAX vs HEOMX
American Funds Capital World Gr&Inc 529A
Price$72.47
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
Hartford Climate Opportunities A
Price$18.45
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets123.91M
CWIAX vs HEOMX Comparison Chart in %
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CWIAX vs. HEOMX commentary
Aug 18, 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: 137B vs. HEOMX (124M). CWIAX pays higher dividends than HEOMX: CWIAX (1.46) vs HEOMX (0.27). CWIAX was incepted earlier than HEOMX: CWIAX (24 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). HEOMX annual gain was more profitable for investors over the last year : 12.64 vs. CWIAX (11.41). CWIAX return over 5 years is better than : 51.32 vs. HEOMX (44.67).
| 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 | 9 years | - |
| Gain YTD | 15.485 | 14.953 | 104% |
| Front Load | 4% | 6% | 64% |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 124M | 110,484% |
| Annual Yield % from dividends | 1.46 | 0.27 | 541% |
| Returns for 1 year | 11.41 | 12.64 | 90% |
| Returns for 3 years | 42.58 | 24.41 | 174% |
| Returns for 5 years | 51.32 | 44.67 | 115% |
| Returns for 10 years | 85.94 | N/A | - |
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