CWIAX
Price
$72.17
Change
+$0.03 (+0.04%)
Updated
Jul 25 closing price
Net Assets
137.34B
HEOTX
Price
$18.17
Change
+$0.12 (+0.66%)
Updated
Jul 25 closing price
Net Assets
125.84M
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CWIAX vs HEOTX

Header iconCWIAX vs HEOTX Comparison
Open Charts CWIAX vs HEOTXBanner chart's image
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.

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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.
CWIAXHEOTXCWIAX / HEOTX
Total Expense Ratio0.780.8196%
Annual Report Gross Expense Ratio0.780.8988%
Fund Existence23 years9 years-
Gain YTD15.00716.25192%
Front Load4%N/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets137B126M108,730%
Annual Yield % from dividends1.460.63230%
Returns for 1 year13.7614.5195%
Returns for 3 years52.4240.97128%
Returns for 5 years55.0656.0098%
Returns for 10 years84.54N/A-
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