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CWIAX vs HEOTX
CWIAX vs HEOTX Comparison
Open Charts CWIAX vs HEOTX
American Funds Capital World Gr&Inc 529A
Price$75.09
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.77B
Hartford Climate Opportunities R5
Price$18.36
Change-$0.05 (-0.27%)
VolumeN/A
Net Assets122.76M
CWIAX vs HEOTX Comparison Chart in %
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CWIAX vs. HEOTX commentary
Oct 21, 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 Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 141B vs. HEOTX (123M). CWIAX pays higher dividends than HEOTX: CWIAX (1.39) vs HEOTX (0.61). 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 : 10.77 vs. HEOTX (8.06). CWIAX return over 5 years is better than : 54.01 vs. HEOTX (39.55).
| 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 | 19.974 | 17.466 | 114% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 123M | 114,634% |
| Annual Yield % from dividends | 1.39 | 0.61 | 228% |
| Returns for 1 year | 10.77 | 8.06 | 134% |
| Returns for 3 years | 67.94 | 48.39 | 140% |
| Returns for 5 years | 54.01 | 39.55 | 137% |
| Returns for 10 years | 99.76 | N/A | - |
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