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CWIAX vs HEOSX
CWIAX vs HEOSX Comparison
Open Charts CWIAX vs HEOSX
American Funds Capital World Gr&Inc 529A
Price$77.00
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets142.32B
Hartford Climate Opportunities R4
Price$18.78
Change+$0.06 (+0.32%)
VolumeN/A
Net Assets122.62M
CWIAX vs HEOSX Comparison Chart in %
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CWIAX vs. HEOSX commentary
Dec 05, 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 StrongBuy and HEOSX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. HEOSX (123M). 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 : 13.02 vs. HEOSX (8.98). CWIAX return over 5 years is better than : 44.50 vs. HEOSX (28.39).
| 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 | 23.026 | 18.861 | 122% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 123M | 115,447% |
| Annual Yield % from dividends | 1.35 | 0.33 | 411% |
| Returns for 1 year | 13.02 | 8.98 | 145% |
| Returns for 3 years | 51.59 | 30.80 | 168% |
| Returns for 5 years | 44.50 | 28.39 | 157% |
| Returns for 10 years | 104.34 | N/A | - |
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