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CWIAX vs HEOVX
CWIAX vs HEOVX Comparison
Open Charts CWIAX vs HEOVX
American Funds Capital World Gr&Inc 529A
Price$75.85
Change-$1.40 (-1.81%)
VolumeN/A
Net Assets144.09B
Hartford Climate Opportunities R6
Price$18.28
Change-$0.32 (-1.72%)
VolumeN/A
Net Assets120.97M
CWIAX vs HEOVX Comparison Chart in %
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CWIAX vs. HEOVX 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 HEOVX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 144B vs. HEOVX (121M). CWIAX pays higher dividends than HEOVX: CWIAX (1.36) vs HEOVX (0.70). CWIAX was incepted earlier than HEOVX: CWIAX (24 years) vs HEOVX (10 years). HEOVX (0.80) and CWIAX (0.78) have similar cost to investors . HEOVX is a more actively managed with annual turnover of: 75.00 vs. CWIAX (27.00). HEOVX has a lower initial minimum investment than CWIAX: HEOVX (0) vs CWIAX (250). CWIAX annual gain was more profitable for investors over the last year : 13.45 vs. HEOVX (12.04). CWIAX return over 5 years is better than : 48.31 vs. HEOVX (36.92).
| CWIAX | HEOVX | CWIAX / HEOVX | |
| Total Expense Ratio | 0.78 | 0.69 | 113% |
| Annual Report Gross Expense Ratio | 0.78 | 0.80 | 98% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 21.188 | 19.614 | 108% |
| 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 | 0.70 | 195% |
| Returns for 1 year | 13.45 | 12.04 | 112% |
| Returns for 3 years | 55.06 | 35.63 | 155% |
| Returns for 5 years | 48.31 | 36.92 | 131% |
| Returns for 10 years | 103.54 | N/A | - |
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