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CWIAX vs HEOTX
CWIAX vs HEOTX Comparison
Open Charts CWIAX vs HEOTX
American Funds Capital World Gr&Inc 529A
Price$72.03
Change-$0.42 (-0.58%)
VolumeN/A
Net Assets137.09B
Hartford Climate Opportunities R5
Price$18.09
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets124.31M
CWIAX vs HEOTX Comparison Chart in %
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CWIAX vs. HEOTX commentary
Aug 20, 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: 137B vs. HEOTX (124M). CWIAX pays higher dividends than HEOTX: CWIAX (1.46) vs HEOTX (0.62). CWIAX was incepted earlier than HEOTX: CWIAX (24 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 : 12.32 vs. CWIAX (9.44). CWIAX return over 5 years is better than : 50.20 vs. HEOTX (47.25).
| 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 | 9 years | - |
| Gain YTD | 14.784 | 15.739 | 94% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 124M | 110,484% |
| Annual Yield % from dividends | 1.46 | 0.62 | 235% |
| Returns for 1 year | 9.44 | 12.32 | 77% |
| Returns for 3 years | 44.49 | 28.77 | 155% |
| Returns for 5 years | 50.20 | 47.25 | 106% |
| Returns for 10 years | 94.88 | N/A | - |
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