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CWIAX vs HEONX
CWIAX vs HEONX Comparison
Open Charts CWIAX vs HEONX
American Funds Capital World Gr&Inc 529A
Price$68.77
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
Hartford Climate Opportunities C
Price$16.85
Change+$0.10 (+0.60%)
VolumeN/A
Net Assets121.38M
CWIAX vs HEONX Comparison Chart
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CWIAX vs. HEONX commentary
Jun 07, 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 HEONX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 131B vs. HEONX (121M). CWIAX pays higher dividends than HEONX: CWIAX (1.52) vs HEONX (0.00). CWIAX was incepted earlier than HEONX: CWIAX (23 years) vs HEONX (9 years). HEONX (1.96) is less costly to investors than CWIAX (0.78). HEONX is a more actively managed with annual turnover of: 108.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than HEONX: CWIAX (250) vs HEONX (2000). CWIAX annual gain was more profitable for investors over the last year : 6.33 vs. HEONX (2.57). CWIAX (50.23) and HEONX (49.15) have equivalent 5 years return.
| CWIAX | HEONX | CWIAX / HEONX | |
| Total Expense Ratio | 0.78 | 1.94 | 40% |
| Annual Report Gross Expense Ratio | 0.78 | 1.96 | 40% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 9.039 | 7.372 | 123% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 121M | 108,264% |
| Annual Yield % from dividends | 1.52 | 0.00 | - |
| Returns for 1 year | 6.33 | 2.57 | 246% |
| Returns for 3 years | 31.14 | 15.28 | 204% |
| Returns for 5 years | 50.23 | 49.15 | 102% |
| Returns for 10 years | 74.73 | N/A | - |
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