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CWIAX vs HEORX
CWIAX vs HEORX Comparison
Open Charts CWIAX vs HEORX
American Funds Capital World Gr&Inc 529A
Price$71.61
Change+$0.07 (+0.10%)
VolumeN/A
Net Assets142.32B
Hartford Climate Opportunities R3
Price$17.98
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets122.31M
CWIAX vs HEORX Comparison Chart in %
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CWIAX vs. HEORX commentary
Dec 27, 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 Hold and HEORX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. HEORX (122M). CWIAX pays higher dividends than HEORX: CWIAX (1.35) vs HEORX (0.07). CWIAX was incepted earlier than HEORX: CWIAX (24 years) vs HEORX (10 years). HEORX (1.51) is less costly to investors than CWIAX (0.78). HEORX is a more actively managed with annual turnover of: 75.00 vs. CWIAX (27.00). HEORX has a lower initial minimum investment than CWIAX: HEORX (0) vs CWIAX (250). CWIAX annual gain was more profitable for investors over the last year : 12.35 vs. HEORX (11.63). CWIAX return over 5 years is better than : 33.75 vs. HEORX (17.64).
| CWIAX | HEORX | CWIAX / HEORX | |
| Total Expense Ratio | 0.78 | 1.41 | 55% |
| Annual Report Gross Expense Ratio | 0.78 | 1.51 | 52% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 14.414 | 13.654 | 106% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 122M | 116,393% |
| Annual Yield % from dividends | 1.35 | 0.07 | 1,877% |
| Returns for 1 year | 12.35 | 11.63 | 106% |
| Returns for 3 years | 46.06 | 30.89 | 149% |
| Returns for 5 years | 33.75 | 17.64 | 191% |
| Returns for 10 years | 94.37 | N/A | - |
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