CWIAX
Price
$71.39
Change
-$0.19 (-0.27%)
Updated
Aug 11 closing price
Net Assets
136.03B
HEONX
Price
$17.58
Change
-$0.06 (-0.34%)
Updated
Aug 11 closing price
Net Assets
122.67M
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CWIAX vs HEONX

Header iconCWIAX vs HEONX Comparison
Open Charts CWIAX vs HEONXBanner chart's image
American Funds Capital World Gr&Inc 529A
Price$71.39
Change-$0.19 (-0.27%)
VolumeN/A
Net Assets136.03B
Hartford Climate Opportunities C
Price$17.58
Change-$0.06 (-0.34%)
VolumeN/A
Net Assets122.67M
CWIAX vs HEONX Comparison Chart in %
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CWIAX vs. HEONX commentary
Aug 12, 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 HEONX is a Buy.

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FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 136B vs. HEONX (123M). CWIAX pays higher dividends than HEONX: CWIAX (1.46) vs HEONX (0.00). CWIAX was incepted earlier than HEONX: CWIAX (24 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). HEONX (13.73) and CWIAX (13.48) have marching annual gain over last year. CWIAX return over 5 years is better than : 48.70 vs. HEONX (37.17).
CWIAXHEONXCWIAX / HEONX
Total Expense Ratio0.781.9440%
Annual Report Gross Expense Ratio0.781.9640%
Fund Existence24 years9 years-
Gain YTD13.76413.077105%
Front Load4%N/A-
Min. Initial Investment250200013%
Min. Initial Investment IRAN/AN/A-
Net Assets136B123M110,569%
Annual Yield % from dividends1.460.00-
Returns for 1 year13.4813.7398%
Returns for 3 years40.3720.00202%
Returns for 5 years48.7037.17131%
Returns for 10 years82.70N/A-
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