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CWIAX vs HEOVX
CWIAX vs HEOVX Comparison
Open Charts CWIAX vs HEOVX
American Funds Capital World Gr&Inc 529A
Price$74.65
Change-$1.06 (-1.40%)
VolumeN/A
Net Assets142.37B
Hartford Climate Opportunities R6
Price$18.44
Change+$0.10 (+0.55%)
VolumeN/A
Net Assets126.32M
CWIAX vs HEOVX Comparison Chart in %
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CWIAX vs. HEOVX 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 HEOVX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. HEOVX (126M). CWIAX pays higher dividends than HEOVX: CWIAX (1.45) vs HEOVX (0.66). 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 (16.21) and HEOVX (16.15) have marching annual gain over last year. CWIAX return over 5 years is better than : 33.28 vs. HEOVX (19.22).
| 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 | 4.934 | 5.673 | 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 | 0.66 | 221% |
| Returns for 1 year | 16.21 | 16.15 | 100% |
| Returns for 3 years | 43.10 | 28.01 | 154% |
| Returns for 5 years | 33.28 | 19.22 | 173% |
| Returns for 10 years | 124.19 | N/A | - |
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