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CWIAX vs HEORX
CWIAX vs HEORX Comparison
Open Charts CWIAX vs HEORX
American Funds Capital World Gr&Inc 529A
Price$74.39
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets139.59B
Hartford Climate Opportunities R3
Price$18.04
Change+$0.12 (+0.67%)
VolumeN/A
Net Assets120.9M
CWIAX vs HEORX Comparison Chart in %
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CWIAX vs. HEORX commentary
Sep 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: 140B vs. HEORX (121M). CWIAX pays higher dividends than HEORX: CWIAX (1.43) vs HEORX (0.08). 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 : 8.96 vs. HEORX (4.01). CWIAX return over 5 years is better than : 57.83 vs. HEORX (45.06).
| 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 | 18.360 | 14.033 | 131% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 121M | 115,702% |
| Annual Yield % from dividends | 1.43 | 0.08 | 1,900% |
| Returns for 1 year | 8.96 | 4.01 | 224% |
| Returns for 3 years | 70.08 | 44.49 | 158% |
| Returns for 5 years | 57.83 | 45.06 | 128% |
| Returns for 10 years | 113.48 | N/A | - |
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