Interact to see
Advertisement
Advertisement
CWIAX vs HEOYX
CWIAX vs HEOYX Comparison
Open Charts CWIAX vs HEOYX
American Funds Capital World Gr&Inc 529A
Price$77.00
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets142.32B
Hartford Climate Opportunities Y
Price$19.14
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets122.62M
CWIAX vs HEOYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. HEOYX commentary
Dec 04, 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 HEOYX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. HEOYX (123M). CWIAX pays higher dividends than HEOYX: CWIAX (1.35) vs HEOYX (0.59). CWIAX was incepted earlier than HEOYX: CWIAX (24 years) vs HEOYX (10 years). HEOYX (0.90) is less costly to investors than CWIAX (0.78). HEOYX is a more actively managed with annual turnover of: 75.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than HEOYX: CWIAX (250) vs HEOYX (250000). CWIAX annual gain was more profitable for investors over the last year : 12.62 vs. HEOYX (8.95). CWIAX return over 5 years is better than : 44.44 vs. HEOYX (30.47).
| CWIAX | HEOYX | CWIAX / HEOYX | |
| Total Expense Ratio | 0.78 | 0.79 | 99% |
| Annual Report Gross Expense Ratio | 0.78 | 0.90 | 87% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 22.035 | 18.938 | 116% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 123M | 115,447% |
| Annual Yield % from dividends | 1.35 | 0.59 | 228% |
| Returns for 1 year | 12.62 | 8.95 | 141% |
| Returns for 3 years | 50.37 | 31.62 | 159% |
| Returns for 5 years | 44.44 | 30.47 | 146% |
| Returns for 10 years | 102.70 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers