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CWIAX vs HEONX
CWIAX vs HEONX Comparison
Open Charts CWIAX vs HEONX
American Funds Capital World Gr&Inc 529A
Price$74.65
Change-$1.06 (-1.40%)
VolumeN/A
Net Assets142.37B
Hartford Climate Opportunities C
Price$18.37
Change+$0.15 (+0.82%)
VolumeN/A
Net Assets126.32M
CWIAX vs HEONX Comparison Chart in %
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CWIAX vs. HEONX commentary
Feb 04, 2026
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 HEONX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. HEONX (126M). CWIAX pays higher dividends than HEONX: CWIAX (1.45) vs HEONX (0.00). CWIAX was incepted earlier than HEONX: CWIAX (24 years) vs HEONX (10 years). HEONX (1.96) is less costly to investors than CWIAX (0.78). HEONX is a more actively managed with annual turnover of: 75.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than HEONX: CWIAX (250) vs HEONX (2000). CWIAX annual gain was more profitable for investors over the last year : 16.21 vs. HEONX (14.67). CWIAX return over 5 years is better than : 33.28 vs. HEONX (12.01).
| CWIAX | HEONX | CWIAX / HEONX | |
| Total Expense Ratio | 0.78 | 1.94 | 40% |
| Annual Report Gross Expense Ratio | 0.78 | 1.96 | 40% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 4.934 | 5.575 | 89% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 126M | 112,698% |
| Annual Yield % from dividends | 1.45 | 0.00 | - |
| Returns for 1 year | 16.21 | 14.67 | 110% |
| Returns for 3 years | 43.10 | 23.29 | 185% |
| Returns for 5 years | 33.28 | 12.01 | 277% |
| Returns for 10 years | 124.19 | N/A | - |
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