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CWIAX vs HEOMX
CWIAX vs HEOMX Comparison
Open Charts CWIAX vs HEOMX
American Funds Capital World Gr&Inc 529A
Price$71.58
Change+$0.36 (+0.51%)
VolumeN/A
Net Assets135.35B
Hartford Climate Opportunities A
Price$18.24
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets122.66M
CWIAX vs HEOMX Comparison Chart in %
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CWIAX vs. HEOMX commentary
Aug 10, 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: 135B vs. HEOMX (123M). CWIAX pays higher dividends than HEOMX: CWIAX (1.46) vs HEOMX (0.27). CWIAX was incepted earlier than HEOMX: CWIAX (23 years) vs HEOMX (9 years). HEOMX (1.17) 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). HEOMX (14.59) and CWIAX (14.33) have marching annual gain over last year. CWIAX return over 5 years is better than : 50.79 vs. HEOMX (44.34).
| CWIAX | HEOMX | CWIAX / HEOMX | |
| Total Expense Ratio | 0.78 | 1.17 | 67% |
| Annual Report Gross Expense Ratio | 0.78 | 1.17 | 67% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 14.067 | 13.458 | 105% |
| Front Load | 4% | 6% | 64% |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 123M | 109,756% |
| Annual Yield % from dividends | 1.46 | 0.27 | 541% |
| Returns for 1 year | 14.33 | 14.59 | 98% |
| Returns for 3 years | 45.60 | 27.71 | 165% |
| Returns for 5 years | 50.79 | 44.34 | 115% |
| Returns for 10 years | 82.41 | N/A | - |
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