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CWIAX vs HEOMX
CWIAX vs HEOMX Comparison
Open Charts CWIAX vs HEOMX
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.
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).
| 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 | 13.573 | 12.835 | 106% |
| Front Load | 4% | 6% | 64% |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 124M | 109,677% |
| Annual Yield % from dividends | 1.46 | 0.28 | 530% |
| Returns for 1 year | 9.32 | 10.49 | 89% |
| Returns for 3 years | 51.64 | 37.57 | 137% |
| Returns for 5 years | 56.88 | 62.28 | 91% |
| Returns for 10 years | 84.28 | N/A | - |
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