CWIAX
Price
$72.17
Change
+$0.03 (+0.04%)
Updated
Jul 25 closing price
Net Assets
137.34B
HEOMX
Price
$18.62
Change
+$0.13 (+0.70%)
Updated
Jul 25 closing price
Net Assets
125.84M
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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$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.

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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.
CWIAXHEOMXCWIAX / HEOMX
Total Expense Ratio0.781.1767%
Annual Report Gross Expense Ratio0.781.1767%
Fund Existence23 years9 years-
Gain YTD15.00716.01294%
Front Load4%6%64%
Min. Initial Investment250200013%
Min. Initial Investment IRAN/AN/A-
Net Assets137B126M108,730%
Annual Yield % from dividends1.460.28530%
Returns for 1 year13.7614.1697%
Returns for 3 years52.4239.46133%
Returns for 5 years55.0653.96102%
Returns for 10 years84.54N/A-
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