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CWIAX vs HEORX
CWIAX vs HEORX Comparison
Open Charts CWIAX vs HEORX
American Funds Capital World Gr&Inc 529A
Price$63.23
Change-$0.19 (-0.30%)
VolumeN/A
Net Assets122.79B
Hartford Climate Opportunities R3
Price$15.82
Change-$0.12 (-0.75%)
VolumeN/A
Net Assets120.34M
CWIAX vs HEORX Comparison Chart
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CWIAX vs. HEORX commentary
Mar 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 Hold and HEORX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 123B vs. HEORX (120M). CWIAX pays higher dividends than HEORX: CWIAX (1.57) vs HEORX (0.08). CWIAX was incepted earlier than HEORX: CWIAX (23 years) vs HEORX (9 years). HEORX (1.53) is less costly to investors than CWIAX (0.78). HEORX is a more actively managed with annual turnover of: 108.00 vs. CWIAX (27.00). HEORX has a lower initial minimum investment than CWIAX: HEORX (0) vs CWIAX (250). HEORX annual gain was more profitable for investors over the last year : 3.26 vs. CWIAX (1.59). HEORX return over 5 years is better than : 72.16 vs. CWIAX (58.35).
| CWIAX | HEORX | CWIAX / HEORX | |
| Total Expense Ratio | 0.78 | 1.41 | 55% |
| Annual Report Gross Expense Ratio | 0.78 | 1.53 | 51% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 0.556 | 2.718 | 20% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 120M | 102,500% |
| Annual Yield % from dividends | 1.57 | 0.08 | 1,880% |
| Returns for 1 year | 1.59 | 3.26 | 49% |
| Returns for 3 years | 22.30 | 11.15 | 200% |
| Returns for 5 years | 58.35 | 72.16 | 81% |
| Returns for 10 years | 65.10 | N/A | - |
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