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CWIAX vs HEOTX
CWIAX vs HEOTX Comparison
Open Charts CWIAX vs HEOTX
American Funds Capital World Gr&Inc 529A
Price$75.85
Change-$1.40 (-1.81%)
VolumeN/A
Net Assets144.09B
Hartford Climate Opportunities R5
Price$18.36
Change-$0.32 (-1.71%)
VolumeN/A
Net Assets120.97M
CWIAX vs HEOTX Comparison Chart in %
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CWIAX vs. HEOTX commentary
Nov 14, 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 HEOTX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 144B vs. HEOTX (121M). CWIAX pays higher dividends than HEOTX: CWIAX (1.36) vs HEOTX (0.59). 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 : 13.45 vs. HEOTX (10.19). CWIAX return over 5 years is better than : 48.31 vs. HEOTX (33.94).
| 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 | 21.188 | 17.466 | 121% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 121M | 119,008% |
| Annual Yield % from dividends | 1.36 | 0.59 | 230% |
| Returns for 1 year | 13.45 | 10.19 | 132% |
| Returns for 3 years | 55.06 | 34.32 | 160% |
| Returns for 5 years | 48.31 | 33.94 | 142% |
| Returns for 10 years | 103.54 | N/A | - |
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