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CWIAX vs HEOYX
CWIAX vs HEOYX Comparison
Open Charts CWIAX vs HEOYX
American Funds Capital World Gr&Inc 529A
Price$74.24
Change-$0.41 (-0.55%)
VolumeN/A
Net Assets142.37B
Hartford Climate Opportunities Y
Price$18.94
Change-$0.07 (-0.37%)
VolumeN/A
Net Assets126.04M
CWIAX vs HEOYX Comparison Chart in %
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CWIAX vs. HEOYX commentary
Feb 05, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. HEOYX (126M). CWIAX pays higher dividends than HEOYX: CWIAX (1.45) vs HEOYX (0.55). 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 (16.25) and CWIAX (16.21) have marching annual gain over last year. CWIAX return over 5 years is better than : 33.28 vs. HEOYX (19.05).
| 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 | 4.934 | 5.729 | 86% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 126M | 112,698% |
| Annual Yield % from dividends | 1.45 | 0.55 | 266% |
| Returns for 1 year | 16.21 | 16.25 | 100% |
| Returns for 3 years | 43.10 | 27.93 | 154% |
| Returns for 5 years | 33.28 | 19.05 | 175% |
| Returns for 10 years | 124.19 | N/A | - |
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