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CWIAX vs HEONX
CWIAX vs HEONX Comparison
Open Charts CWIAX vs HEONX
American Funds Capital World Gr&Inc 529A
Price$71.44
Change+$0.09 (+0.13%)
VolumeN/A
Net Assets135.95B
Hartford Climate Opportunities C
Price$17.53
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets122.77M
CWIAX vs HEONX Comparison Chart in %
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CWIAX vs. HEONX commentary
Jul 19, 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: 136B vs. HEONX (123M). CWIAX pays higher dividends than HEONX: CWIAX (1.46) 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 : 8.93 vs. HEONX (6.32). CWIAX return over 5 years is better than : 53.00 vs. HEONX (45.35).
| 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 | 13.700 | 12.179 | 112% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 123M | 110,569% |
| Annual Yield % from dividends | 1.46 | 0.00 | - |
| Returns for 1 year | 8.93 | 6.32 | 141% |
| Returns for 3 years | 54.04 | 36.29 | 149% |
| Returns for 5 years | 53.00 | 45.35 | 117% |
| Returns for 10 years | 79.24 | N/A | - |
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