Interact to see
Advertisement
Advertisement
CWIAX vs HEONX
CWIAX vs HEONX Comparison
Open Charts CWIAX vs HEONX
American Funds Capital World Gr&Inc 529A
Price$77.00
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets142.32B
Hartford Climate Opportunities C
Price$18.46
Change+$0.06 (+0.33%)
VolumeN/A
Net Assets122.62M
CWIAX vs HEONX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. HEONX commentary
Dec 04, 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 StrongBuy and HEONX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. HEONX (123M). CWIAX pays higher dividends than HEONX: CWIAX (1.35) 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 : 12.62 vs. HEONX (7.75). CWIAX return over 5 years is better than : 44.44 vs. HEONX (23.55).
| 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 | 22.035 | 17.692 | 125% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 123M | 115,447% |
| Annual Yield % from dividends | 1.35 | 0.00 | - |
| Returns for 1 year | 12.62 | 7.75 | 163% |
| Returns for 3 years | 50.37 | 27.15 | 186% |
| Returns for 5 years | 44.44 | 23.55 | 189% |
| Returns for 10 years | 102.70 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers