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CWIAX vs HEOYX
CWIAX vs HEOYX Comparison
Open Charts CWIAX vs HEOYX
American Funds Capital World Gr&Inc 529A
Price$75.85
Change-$1.40 (-1.81%)
VolumeN/A
Net Assets144.09B
Hartford Climate Opportunities Y
Price$18.80
Change-$0.33 (-1.73%)
VolumeN/A
Net Assets120.97M
CWIAX vs HEOYX Comparison Chart in %
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CWIAX vs. HEOYX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 144B vs. HEOYX (121M). CWIAX pays higher dividends than HEOYX: CWIAX (1.36) 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 : 13.45 vs. HEOYX (12.01). CWIAX return over 5 years is better than : 48.31 vs. HEOYX (36.68).
| 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 | 21.188 | 19.562 | 108% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 121M | 119,008% |
| Annual Yield % from dividends | 1.36 | 0.59 | 229% |
| Returns for 1 year | 13.45 | 12.01 | 112% |
| Returns for 3 years | 55.06 | 35.33 | 156% |
| Returns for 5 years | 48.31 | 36.68 | 132% |
| Returns for 10 years | 103.54 | N/A | - |
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