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CWIAX vs HEOVX
CWIAX vs HEOVX Comparison
Open Charts CWIAX vs HEOVX
American Funds Capital World Gr&Inc 529A
Price$71.61
Change+$0.07 (+0.10%)
VolumeN/A
Net Assets142.32B
Hartford Climate Opportunities R6
Price$17.80
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets122.31M
CWIAX vs HEOVX Comparison Chart in %
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CWIAX vs. HEOVX commentary
Dec 27, 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 Hold and HEOVX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. HEOVX (122M). 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). HEOVX (12.39) and CWIAX (12.35) have marching annual gain over last year. CWIAX return over 5 years is better than : 33.75 vs. HEOVX (20.76).
| 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 | 14.414 | 14.469 | 100% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 122M | 116,393% |
| Annual Yield % from dividends | 1.35 | 0.69 | 194% |
| Returns for 1 year | 12.35 | 12.39 | 100% |
| Returns for 3 years | 46.06 | 33.58 | 137% |
| Returns for 5 years | 33.75 | 20.76 | 163% |
| Returns for 10 years | 94.37 | N/A | - |
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