CWIAX
Price
$71.27
Change
+$0.45 (+0.64%)
Updated
Jul 3 closing price
Net Assets
135.98B
HEOYX
Price
$18.09
Change
+$0.16 (+0.89%)
Updated
Jul 3 closing price
Net Assets
124.15M
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CWIAX vs HEOYX

Header iconCWIAX vs HEOYX Comparison
Open Charts CWIAX vs HEOYXBanner chart's image
American Funds Capital World Gr&Inc 529A
Price$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
Hartford Climate Opportunities Y
Price$18.09
Change+$0.16 (+0.89%)
VolumeN/A
Net Assets124.15M
CWIAX vs HEOYX Comparison Chart in %
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CWIAX vs. HEOYX commentary
Jul 06, 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.

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FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 136B vs. HEOYX (124M). CWIAX pays higher dividends than HEOYX: CWIAX (1.46) vs HEOYX (0.64). 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). HEOYX annual gain was more profitable for investors over the last year : 10.88 vs. CWIAX (9.32). HEOYX return over 5 years is better than : 64.92 vs. CWIAX (56.88).
CWIAXHEOYXCWIAX / HEOYX
Total Expense Ratio0.780.7999%
Annual Report Gross Expense Ratio0.780.9087%
Fund Existence23 years9 years-
Gain YTD13.57313.063104%
Front Load4%N/A-
Min. Initial Investment2502500000%
Min. Initial Investment IRAN/AN/A-
Net Assets136B124M109,677%
Annual Yield % from dividends1.460.64229%
Returns for 1 year9.3210.8886%
Returns for 3 years51.6439.19132%
Returns for 5 years56.8864.9288%
Returns for 10 years84.28N/A-
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