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CWIAX vs HEOMX
CWIAX vs HEOMX Comparison
Open Charts CWIAX vs HEOMX
American Funds Capital World Gr&Inc 529A
Price$72.17
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.34B
Hartford Climate Opportunities A
Price$18.62
Change+$0.13 (+0.70%)
VolumeN/A
Net Assets125.84M
CWIAX vs HEOMX Comparison Chart in %
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CWIAX vs. HEOMX commentary
Jul 28, 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 (126M). CWIAX pays higher dividends than HEOMX: CWIAX (1.46) vs HEOMX (0.28). 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). HEOMX (14.16) and CWIAX (13.76) have marching annual gain over last year. CWIAX (55.06) and HEOMX (53.96) have equivalent 5 years return.
| 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 | 15.007 | 16.012 | 94% |
| Front Load | 4% | 6% | 64% |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 126M | 108,730% |
| Annual Yield % from dividends | 1.46 | 0.28 | 530% |
| Returns for 1 year | 13.76 | 14.16 | 97% |
| Returns for 3 years | 52.42 | 39.46 | 133% |
| Returns for 5 years | 55.06 | 53.96 | 102% |
| Returns for 10 years | 84.54 | N/A | - |
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