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CWIAX vs HEOTX
CWIAX vs HEOTX Comparison
Open Charts CWIAX vs HEOTX
American Funds Capital World Gr&Inc 529A
Price$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
Hartford Climate Opportunities R5
Price$17.67
Change+$0.15 (+0.86%)
VolumeN/A
Net Assets124.15M
CWIAX vs HEOTX Comparison Chart in %
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CWIAX vs. HEOTX commentary
Jul 07, 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 Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 136B vs. HEOTX (124M). CWIAX pays higher dividends than HEOTX: CWIAX (1.46) vs HEOTX (0.63). CWIAX was incepted earlier than HEOTX: CWIAX (23 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 : 10.87 vs. CWIAX (9.32). HEOTX return over 5 years is better than : 64.41 vs. CWIAX (56.88).
| CWIAX | HEOTX | CWIAX / HEOTX | |
| Total Expense Ratio | 0.78 | 0.81 | 96% |
| Annual Report Gross Expense Ratio | 0.78 | 0.89 | 88% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 13.573 | 13.052 | 104% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 124M | 109,677% |
| Annual Yield % from dividends | 1.46 | 0.63 | 230% |
| Returns for 1 year | 9.32 | 10.87 | 86% |
| Returns for 3 years | 51.64 | 39.09 | 132% |
| Returns for 5 years | 56.88 | 64.41 | 88% |
| Returns for 10 years | 84.28 | N/A | - |
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