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CWIAX vs HEOTX
CWIAX vs HEOTX Comparison
Open Charts CWIAX vs HEOTX
American Funds Capital World Gr&Inc 529A
Price$74.39
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets140.16B
Hartford Climate Opportunities R5
Price$17.92
Change+$0.13 (+0.73%)
VolumeN/A
Net Assets120.9M
CWIAX vs HEOTX Comparison Chart in %
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CWIAX vs. HEOTX commentary
Sep 28, 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 Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 140B vs. HEOTX (121M). CWIAX pays higher dividends than HEOTX: CWIAX (1.43) vs HEOTX (0.62). CWIAX was incepted earlier than HEOTX: CWIAX (24 years) vs HEOTX (10 years). HEOTX (0.89) is less costly to investors than CWIAX (0.78). HEOTX is a more actively managed with annual turnover of: 75.00 vs. CWIAX (27.00). HEOTX has a lower initial minimum investment than CWIAX: HEOTX (0) vs CWIAX (250). CWIAX annual gain was more profitable for investors over the last year : 9.41 vs. HEOTX (4.68). CWIAX return over 5 years is better than : 58.49 vs. HEOTX (48.20).
| CWIAX | HEOTX | CWIAX / HEOTX | |
| Total Expense Ratio | 0.78 | 0.81 | 96% |
| Annual Report Gross Expense Ratio | 0.78 | 0.89 | 88% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 18.856 | 14.651 | 129% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 121M | 115,702% |
| Annual Yield % from dividends | 1.43 | 0.62 | 232% |
| Returns for 1 year | 9.41 | 4.68 | 201% |
| Returns for 3 years | 70.79 | 47.27 | 150% |
| Returns for 5 years | 58.49 | 48.20 | 121% |
| Returns for 10 years | 114.38 | N/A | - |
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