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CWIAX vs HEONX
CWIAX vs HEONX Comparison
Open Charts CWIAX vs HEONX
American Funds Capital World Gr&Inc 529A
Price$75.32
Change+$0.45 (+0.60%)
VolumeN/A
Net Assets140.51B
Hartford Climate Opportunities C
Price$18.26
Change+$0.17 (+0.94%)
VolumeN/A
Net Assets123.05M
CWIAX vs HEONX Comparison Chart in %
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CWIAX vs. HEONX commentary
Oct 16, 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 Hold and HEONX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 141B vs. HEONX (123M). CWIAX pays higher dividends than HEONX: CWIAX (1.39) 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 : 11.93 vs. HEONX (7.04). CWIAX return over 5 years is better than : 54.49 vs. HEONX (32.04).
| 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 | 20.342 | 15.962 | 127% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 123M | 114,634% |
| Annual Yield % from dividends | 1.39 | 0.00 | - |
| Returns for 1 year | 11.93 | 7.04 | 169% |
| Returns for 3 years | 73.65 | 48.64 | 151% |
| Returns for 5 years | 54.49 | 32.04 | 170% |
| Returns for 10 years | 99.75 | N/A | - |
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