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CWIAX vs HEOVX
CWIAX vs HEOVX Comparison
Open Charts CWIAX vs HEOVX
American Funds Capital World Gr&Inc 529A
Price$77.00
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets142.32B
Hartford Climate Opportunities R6
Price$18.61
Change+$0.05 (+0.27%)
VolumeN/A
Net Assets122.62M
CWIAX vs HEOVX Comparison Chart in %
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CWIAX vs. HEOVX commentary
Dec 05, 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 Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. HEOVX (123M). CWIAX pays higher dividends than HEOVX: CWIAX (1.35) vs HEOVX (0.69). 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 : 13.02 vs. HEOVX (9.74). CWIAX return over 5 years is better than : 44.50 vs. HEOVX (30.43).
| 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 | 23.026 | 19.678 | 117% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 123M | 115,447% |
| Annual Yield % from dividends | 1.35 | 0.69 | 194% |
| Returns for 1 year | 13.02 | 9.74 | 134% |
| Returns for 3 years | 51.59 | 32.61 | 158% |
| Returns for 5 years | 44.50 | 30.43 | 146% |
| Returns for 10 years | 104.34 | N/A | - |
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