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$71.61
Change+$0.07 (+0.10%)
VolumeN/A
Net Assets142.32B
Hartford Climate Opportunities Y
Price$18.33
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets122.33M
CWIAX vs HEOYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. HEOYX commentary
Dec 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 Hold and HEOYX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. HEOYX (122M). 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). HEOYX (12.49) and CWIAX (12.35) have marching annual gain over last year. CWIAX return over 5 years is better than : 33.75 vs. HEOYX (20.70).
| 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 | 14.414 | 14.563 | 99% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 122M | 116,393% |
| Annual Yield % from dividends | 1.35 | 0.59 | 228% |
| Returns for 1 year | 12.35 | 12.49 | 99% |
| Returns for 3 years | 46.06 | 33.53 | 137% |
| Returns for 5 years | 33.75 | 20.70 | 163% |
| Returns for 10 years | 94.37 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement