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CWIAX vs HEOTX
CWIAX vs HEOTX Comparison
Open Charts CWIAX vs HEOTX
American Funds Capital World Gr&Inc 529A
Price$72.17
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.34B
Hartford Climate Opportunities R5
Price$18.17
Change+$0.12 (+0.66%)
VolumeN/A
Net Assets125.84M
CWIAX vs HEOTX Comparison Chart in %
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CWIAX vs. HEOTX commentary
Jul 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 Buy and HEOTX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 137B vs. HEOTX (126M). 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 : 14.51 vs. CWIAX (13.76). HEOTX (56.00) and CWIAX (55.06) have equivalent 5 years return.
| CWIAX | HEOTX | CWIAX / HEOTX | |
| Total Expense Ratio | 0.78 | 0.81 | 96% |
| Annual Report Gross Expense Ratio | 0.78 | 0.89 | 88% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 15.007 | 16.251 | 92% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 126M | 108,730% |
| Annual Yield % from dividends | 1.46 | 0.63 | 230% |
| Returns for 1 year | 13.76 | 14.51 | 95% |
| Returns for 3 years | 52.42 | 40.97 | 128% |
| Returns for 5 years | 55.06 | 56.00 | 98% |
| Returns for 10 years | 84.54 | N/A | - |
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