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CWIAX vs HEOSX
CWIAX vs HEOSX Comparison
Open Charts CWIAX vs HEOSX
American Funds Capital World Gr&Inc 529A
Price$71.61
Change+$0.07 (+0.10%)
VolumeN/A
Net Assets142.32B
Hartford Climate Opportunities R4
Price$17.95
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets122.31M
CWIAX vs HEOSX Comparison Chart in %
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CWIAX vs. HEOSX 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 HEOSX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. HEOSX (122M). CWIAX pays higher dividends than HEOSX: CWIAX (1.35) vs HEOSX (0.33). 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 : 12.26 vs. HEOSX (11.58). CWIAX return over 5 years is better than : 33.62 vs. HEOSX (18.81).
| 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 | 14.302 | 13.608 | 105% |
| 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 | 0.33 | 411% |
| Returns for 1 year | 12.26 | 11.58 | 106% |
| Returns for 3 years | 45.97 | 31.50 | 146% |
| Returns for 5 years | 33.62 | 18.81 | 179% |
| Returns for 10 years | 95.47 | N/A | - |
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