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CWIAX vs HEOMX
CWIAX vs HEOMX Comparison
Open Charts CWIAX vs HEOMX
American Funds Capital World Gr&Inc 529A
Price$74.53
Change-$0.26 (-0.35%)
VolumeN/A
Net Assets140.8B
Hartford Climate Opportunities A
Price$18.27
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets121.7M
CWIAX vs HEOMX Comparison Chart in %
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CWIAX vs. HEOMX commentary
Sep 18, 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 StrongBuy and HEOMX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 141B vs. HEOMX (122M). CWIAX pays higher dividends than HEOMX: CWIAX (1.43) vs HEOMX (0.27). CWIAX was incepted earlier than HEOMX: CWIAX (24 years) vs HEOMX (10 years). HEOMX (1.17) is less costly to investors than CWIAX (0.78). HEOMX is a more actively managed with annual turnover of: 75.00 vs. CWIAX (27.00). HEOMX initial investment is less costly to investors than CWIAX (4%) vs CWIAX (4%). CWIAX has a lower initial minimum investment than HEOMX: CWIAX (250) vs HEOMX (2000). CWIAX annual gain was more profitable for investors over the last year : 13.35 vs. HEOMX (7.22). CWIAX return over 5 years is better than : 56.13 vs. HEOMX (42.75).
| CWIAX | HEOMX | CWIAX / HEOMX | |
| Total Expense Ratio | 0.78 | 1.17 | 67% |
| Annual Report Gross Expense Ratio | 0.78 | 1.17 | 67% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 19.079 | 13.956 | 137% |
| Front Load | 4% | 6% | 64% |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 122M | 115,574% |
| Annual Yield % from dividends | 1.43 | 0.27 | 534% |
| Returns for 1 year | 13.35 | 7.22 | 185% |
| Returns for 3 years | 59.83 | 34.02 | 176% |
| Returns for 5 years | 56.13 | 42.75 | 131% |
| Returns for 10 years | 104.24 | N/A | - |
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