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CWIAX vs HEORX
CWIAX vs HEORX Comparison
Open Charts CWIAX vs HEORX
American Funds Capital World Gr&Inc 529A
Price$75.09
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.97B
Hartford Climate Opportunities R3
Price$18.49
Change-$0.05 (-0.27%)
VolumeN/A
Net Assets123.12M
CWIAX vs HEORX Comparison Chart in %
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CWIAX vs. HEORX commentary
Oct 18, 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 Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 141B vs. HEORX (123M). CWIAX pays higher dividends than HEORX: CWIAX (1.39) 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 : 10.77 vs. HEORX (7.40). CWIAX return over 5 years is better than : 54.01 vs. HEORX (36.68).
| 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 | 19.974 | 16.877 | 118% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 123M | 114,634% |
| Annual Yield % from dividends | 1.39 | 0.07 | 1,869% |
| Returns for 1 year | 10.77 | 7.40 | 145% |
| Returns for 3 years | 67.94 | 45.77 | 148% |
| Returns for 5 years | 54.01 | 36.68 | 147% |
| Returns for 10 years | 99.76 | N/A | - |
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