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CWIAX vs HEOMX
CWIAX vs HEOMX Comparison
Open Charts CWIAX vs HEOMX
American Funds Capital World Gr&Inc 529A
Price$75.51
Change-$0.30 (-0.40%)
VolumeN/A
Net Assets142.48B
Hartford Climate Opportunities A
Price$18.76
Change-$0.19 (-1.00%)
VolumeN/A
Net Assets124.45M
CWIAX vs HEOMX Comparison Chart in %
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CWIAX vs. HEOMX commentary
Oct 08, 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: 142B vs. HEOMX (124M). CWIAX pays higher dividends than HEOMX: CWIAX (1.39) vs HEOMX (0.26). 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 : 12.23 vs. HEOMX (9.43). CWIAX return over 5 years is better than : 55.37 vs. HEOMX (39.74).
| 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 | 20.645 | 18.069 | 114% |
| Front Load | 4% | 6% | 64% |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 124M | 114,516% |
| Annual Yield % from dividends | 1.39 | 0.26 | 525% |
| Returns for 1 year | 12.23 | 9.43 | 130% |
| Returns for 3 years | 70.18 | 50.49 | 139% |
| Returns for 5 years | 55.37 | 39.74 | 139% |
| Returns for 10 years | 101.41 | N/A | - |
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