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CWIAX vs HEOTX
CWIAX vs HEOTX Comparison
Open Charts CWIAX vs HEOTX
American Funds Capital World Gr&Inc 529A
Price$74.65
Change-$1.06 (-1.40%)
VolumeN/A
Net Assets142.37B
Hartford Climate Opportunities R5
Price$18.54
Change+$0.12 (+0.65%)
VolumeN/A
Net Assets126.32M
CWIAX vs HEOTX Comparison Chart in %
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CWIAX vs. HEOTX commentary
Feb 05, 2026
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: 142B vs. HEOTX (126M). CWIAX pays higher dividends than HEOTX: CWIAX (1.45) vs HEOTX (0.54). 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 (16.21) and HEOTX (16.05) have marching annual gain over last year. CWIAX return over 5 years is better than : 33.28 vs. HEOTX (18.60).
| 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 | 4.934 | 5.701 | 87% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 126M | 112,698% |
| Annual Yield % from dividends | 1.45 | 0.54 | 269% |
| Returns for 1 year | 16.21 | 16.05 | 101% |
| Returns for 3 years | 43.10 | 27.61 | 156% |
| Returns for 5 years | 33.28 | 18.60 | 179% |
| Returns for 10 years | 124.19 | N/A | - |
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