CWIAX
Price
$71.27
Change
+$0.45 (+0.64%)
Updated
Jul 3 closing price
Net Assets
135.98B
HEOMX
Price
$18.11
Change
+$0.16 (+0.89%)
Updated
Jul 3 closing price
Net Assets
124.15M
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CWIAX vs HEOMX

Header iconCWIAX vs HEOMX Comparison
Open Charts CWIAX vs HEOMXBanner chart's image
American Funds Capital World Gr&Inc 529A
Price$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
Hartford Climate Opportunities A
Price$18.11
Change+$0.16 (+0.89%)
VolumeN/A
Net Assets124.15M
CWIAX vs HEOMX Comparison Chart in %
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CWIAX vs. HEOMX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 136B vs. HEOMX (124M). 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 annual gain was more profitable for investors over the last year : 10.49 vs. CWIAX (9.32). HEOMX return over 5 years is better than : 62.28 vs. CWIAX (56.88).
CWIAXHEOMXCWIAX / HEOMX
Total Expense Ratio0.781.1767%
Annual Report Gross Expense Ratio0.781.1767%
Fund Existence23 years9 years-
Gain YTD13.57312.835106%
Front Load4%6%64%
Min. Initial Investment250200013%
Min. Initial Investment IRAN/AN/A-
Net Assets136B124M109,677%
Annual Yield % from dividends1.460.28530%
Returns for 1 year9.3210.4989%
Returns for 3 years51.6437.57137%
Returns for 5 years56.8862.2891%
Returns for 10 years84.28N/A-
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