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$68.42
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
Hartford Climate Opportunities Y
Price$17.24
Change-$0.24 (-1.37%)
VolumeN/A
Net Assets120.76M
CWIAX vs HEOYX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. HEOYX commentary
Jun 16, 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 Buy and HEOYX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 131B vs. HEOYX (121M). CWIAX pays higher dividends than HEOYX: CWIAX (1.52) vs HEOYX (0.66). CWIAX was incepted earlier than HEOYX: CWIAX (23 years) vs HEOYX (9 years). HEOYX (0.90) is less costly to investors than CWIAX (0.78). HEOYX is a more actively managed with annual turnover of: 108.00 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 : 6.31 vs. HEOYX (3.22). HEOYX return over 5 years is better than : 64.73 vs. CWIAX (56.31).
| CWIAX | HEOYX | CWIAX / HEOYX | |
| Total Expense Ratio | 0.78 | 0.79 | 99% |
| Annual Report Gross Expense Ratio | 0.78 | 0.90 | 87% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 9.031 | 7.750 | 117% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 121M | 108,264% |
| Annual Yield % from dividends | 1.52 | 0.66 | 230% |
| Returns for 1 year | 6.31 | 3.22 | 196% |
| Returns for 3 years | 45.37 | 33.35 | 136% |
| Returns for 5 years | 56.31 | 64.73 | 87% |
| Returns for 10 years | 73.44 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement