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CWIAX vs HEOYX
CWIAX vs HEOYX Comparison
Open Charts CWIAX vs HEOYX
American Funds Capital World Gr&Inc 529A
Price$75.09
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.77B
Hartford Climate Opportunities Y
Price$18.80
Change-$0.05 (-0.27%)
VolumeN/A
Net Assets122.76M
CWIAX vs HEOYX Comparison Chart in %
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CWIAX vs. HEOYX commentary
Oct 19, 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 Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 141B vs. HEOYX (123M). CWIAX pays higher dividends than HEOYX: CWIAX (1.39) vs HEOYX (0.61). 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 : 10.77 vs. HEOYX (8.13). CWIAX return over 5 years is better than : 54.01 vs. HEOYX (39.93).
| 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 | 19.974 | 17.500 | 114% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 123M | 114,634% |
| Annual Yield % from dividends | 1.39 | 0.61 | 227% |
| Returns for 1 year | 10.77 | 8.13 | 132% |
| Returns for 3 years | 67.94 | 48.55 | 140% |
| Returns for 5 years | 54.01 | 39.93 | 135% |
| Returns for 10 years | 99.76 | N/A | - |
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