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CWIAX vs HEOMX
CWIAX vs HEOMX Comparison
Open Charts CWIAX vs HEOMX
American Funds Capital World Gr&Inc 529A
Price$61.40
Change-$2.22 (-3.49%)
VolumeN/A
Net Assets123.19B
Hartford Climate Opportunities A
Price$15.60
Change-$0.53 (-3.29%)
VolumeN/A
Net Assets117.44M
CWIAX vs HEOMX Comparison Chart
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CWIAX vs. HEOMX commentary
Apr 05, 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 HEOMX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 123B vs. HEOMX (117M). CWIAX pays higher dividends than HEOMX: CWIAX (1.63) vs HEOMX (0.31). CWIAX was incepted earlier than HEOMX: CWIAX (23 years) vs HEOMX (9 years). HEOMX (1.20) is less costly to investors than CWIAX (0.78). HEOMX is a more actively managed with annual turnover of: 108.00 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 : 0.21 vs. HEOMX (-1.53). HEOMX return over 5 years is better than : 93.06 vs. CWIAX (73.36).
| CWIAX | HEOMX | CWIAX / HEOMX | |
| Total Expense Ratio | 0.78 | 1.19 | 66% |
| Annual Report Gross Expense Ratio | 0.78 | 1.20 | 65% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 0.873 | 0.498 | 175% |
| Front Load | 4% | 6% | 64% |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 117M | 105,128% |
| Annual Yield % from dividends | 1.63 | 0.31 | 532% |
| Returns for 1 year | 0.21 | -1.53 | -14% |
| Returns for 3 years | 13.32 | 2.69 | 496% |
| Returns for 5 years | 73.36 | 93.06 | 79% |
| Returns for 10 years | 61.00 | N/A | - |
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