CWIAX
Price
$72.17
Change
+$0.03 (+0.04%)
Updated
Jul 25 closing price
Net Assets
137.34B
HEOYX
Price
$18.60
Change
+$0.12 (+0.65%)
Updated
Jul 25 closing price
Net Assets
125.84M
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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$72.17
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.34B
Hartford Climate Opportunities Y
Price$18.60
Change+$0.12 (+0.65%)
VolumeN/A
Net Assets125.84M
CWIAX vs HEOYX Comparison Chart in %
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CWIAX vs. HEOYX commentary
Jul 28, 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: 137B vs. HEOYX (126M). 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 : 14.57 vs. CWIAX (13.76). HEOYX (56.34) and CWIAX (55.06) have equivalent 5 years return.
CWIAXHEOYXCWIAX / HEOYX
Total Expense Ratio0.780.7999%
Annual Report Gross Expense Ratio0.780.9087%
Fund Existence23 years9 years-
Gain YTD15.00716.25092%
Front Load4%N/A-
Min. Initial Investment2502500000%
Min. Initial Investment IRAN/AN/A-
Net Assets137B126M108,730%
Annual Yield % from dividends1.460.64229%
Returns for 1 year13.7614.5794%
Returns for 3 years52.4241.11128%
Returns for 5 years55.0656.3498%
Returns for 10 years84.54N/A-
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