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CWIAX vs HEOSX
CWIAX vs HEOSX Comparison
Open Charts CWIAX vs HEOSX
American Funds Capital World Gr&Inc 529A
Price$74.65
Change-$1.06 (-1.40%)
VolumeN/A
Net Assets142.37B
Hartford Climate Opportunities R4
Price$18.69
Change+$0.18 (+0.97%)
VolumeN/A
Net Assets126.32M
CWIAX vs HEOSX Comparison Chart in %
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CWIAX vs. HEOSX commentary
Feb 05, 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 HEOSX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. HEOSX (126M). CWIAX pays higher dividends than HEOSX: CWIAX (1.45) vs HEOSX (0.25). CWIAX was incepted earlier than HEOSX: CWIAX (24 years) vs HEOSX (10 years). HEOSX (1.21) is less costly to investors than CWIAX (0.78). HEOSX is a more actively managed with annual turnover of: 75.00 vs. CWIAX (27.00). HEOSX has a lower initial minimum investment than CWIAX: HEOSX (0) vs CWIAX (250). CWIAX annual gain was more profitable for investors over the last year : 16.21 vs. HEOSX (15.40). CWIAX return over 5 years is better than : 33.28 vs. HEOSX (16.99).
| CWIAX | HEOSX | CWIAX / HEOSX | |
| Total Expense Ratio | 0.78 | 1.11 | 70% |
| Annual Report Gross Expense Ratio | 0.78 | 1.21 | 64% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 4.934 | 5.713 | 86% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 126M | 112,698% |
| Annual Yield % from dividends | 1.45 | 0.25 | 571% |
| Returns for 1 year | 16.21 | 15.40 | 105% |
| Returns for 3 years | 43.10 | 26.34 | 164% |
| Returns for 5 years | 33.28 | 16.99 | 196% |
| Returns for 10 years | 124.19 | N/A | - |
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