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CWIAX vs HEORX
CWIAX vs HEORX Comparison
Open Charts CWIAX vs HEORX
American Funds Capital World Gr&Inc 529A
Price$74.83
Change+$0.30 (+0.40%)
VolumeN/A
Net Assets140.8B
Hartford Climate Opportunities R3
Price$18.07
Change+$0.10 (+0.56%)
VolumeN/A
Net Assets121.7M
CWIAX vs HEORX Comparison Chart in %
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CWIAX vs. HEORX commentary
Sep 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 StrongBuy and HEORX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 141B vs. HEORX (122M). CWIAX pays higher dividends than HEORX: CWIAX (1.43) vs HEORX (0.08). CWIAX was incepted earlier than HEORX: CWIAX (24 years) vs HEORX (10 years). HEORX (1.51) is less costly to investors than CWIAX (0.78). HEORX is a more actively managed with annual turnover of: 75.00 vs. CWIAX (27.00). HEORX has a lower initial minimum investment than CWIAX: HEORX (0) vs CWIAX (250). CWIAX annual gain was more profitable for investors over the last year : 14.21 vs. HEORX (7.06). CWIAX return over 5 years is better than : 56.76 vs. HEORX (41.56).
| CWIAX | HEORX | CWIAX / HEORX | |
| Total Expense Ratio | 0.78 | 1.41 | 55% |
| Annual Report Gross Expense Ratio | 0.78 | 1.51 | 52% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 19.559 | 13.590 | 144% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 122M | 115,574% |
| Annual Yield % from dividends | 1.43 | 0.08 | 1,900% |
| Returns for 1 year | 14.21 | 7.06 | 201% |
| Returns for 3 years | 59.57 | 31.97 | 186% |
| Returns for 5 years | 56.76 | 41.56 | 137% |
| Returns for 10 years | 105.30 | N/A | - |
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