Interact to see
Advertisement
Advertisement
CWIAX vs HEONX
CWIAX vs HEONX Comparison
Open Charts CWIAX vs HEONX
American Funds Capital World Gr&Inc 529A
Price$72.05
Change+$0.16 (+0.22%)
VolumeN/A
Net Assets136.85B
Hartford Climate Opportunities C
Price$17.49
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets121.67M
CWIAX vs HEONX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. HEONX commentary
Sep 04, 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.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 137B vs. HEONX (122M). CWIAX pays higher dividends than HEONX: CWIAX (1.43) vs HEONX (0.00). CWIAX was incepted earlier than HEONX: CWIAX (24 years) vs HEONX (10 years). HEONX (1.96) is less costly to investors than CWIAX (0.78). HEONX is a more actively managed with annual turnover of: 75.00 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 : 11.05 vs. HEONX (8.90). CWIAX return over 5 years is better than : 49.13 vs. HEONX (36.64).
| CWIAX | HEONX | CWIAX / HEONX | |
| Total Expense Ratio | 0.78 | 1.94 | 40% |
| Annual Report Gross Expense Ratio | 0.78 | 1.96 | 40% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 14.816 | 12.115 | 122% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 122M | 112,295% |
| Annual Yield % from dividends | 1.43 | 0.00 | - |
| Returns for 1 year | 11.05 | 8.90 | 124% |
| Returns for 3 years | 53.14 | 29.46 | 180% |
| Returns for 5 years | 49.13 | 36.64 | 134% |
| Returns for 10 years | 100.85 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement