CWIAX
Price
$71.27
Change
+$0.45 (+0.64%)
Updated
Jul 3 closing price
Net Assets
135.98B
HEOTX
Price
$17.67
Change
+$0.15 (+0.86%)
Updated
Jul 3 closing price
Net Assets
124.15M
Interact to see
Advertisement

CWIAX vs HEOTX

Header iconCWIAX vs HEOTX Comparison
Open Charts CWIAX vs HEOTXBanner chart's image
American Funds Capital World Gr&Inc 529A
Price$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
Hartford Climate Opportunities R5
Price$17.67
Change+$0.15 (+0.86%)
VolumeN/A
Net Assets124.15M
CWIAX vs HEOTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
CWIAX vs. HEOTX commentary
Jul 07, 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 Buy and HEOTX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 136B vs. HEOTX (124M). CWIAX pays higher dividends than HEOTX: CWIAX (1.46) vs HEOTX (0.63). CWIAX was incepted earlier than HEOTX: CWIAX (23 years) vs HEOTX (9 years). HEOTX (0.89) is less costly to investors than CWIAX (0.78). HEOTX is a more actively managed with annual turnover of: 108.00 vs. CWIAX (27.00). HEOTX has a lower initial minimum investment than CWIAX: HEOTX (0) vs CWIAX (250). HEOTX annual gain was more profitable for investors over the last year : 10.87 vs. CWIAX (9.32). HEOTX return over 5 years is better than : 64.41 vs. CWIAX (56.88).
CWIAXHEOTXCWIAX / HEOTX
Total Expense Ratio0.780.8196%
Annual Report Gross Expense Ratio0.780.8988%
Fund Existence23 years9 years-
Gain YTD13.57313.052104%
Front Load4%N/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets136B124M109,677%
Annual Yield % from dividends1.460.63230%
Returns for 1 year9.3210.8786%
Returns for 3 years51.6439.09132%
Returns for 5 years56.8864.4188%
Returns for 10 years84.28N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
WMMCX12.640.15
+1.20%
TETON Westwood Mighty Mites C
RYKCX83.140.86
+1.05%
Rydex Banking C
CSJZX68.350.12
+0.18%
Cohen & Steers Realty Shares Z
DCUAX14.210.02
+0.14%
DWS CROCI US A
TSOPX15.37-0.02
-0.13%
Nuveen International Res Eq Prmr