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CWIAX vs HEORX
CWIAX vs HEORX Comparison
Open Charts CWIAX vs HEORX
American Funds Capital World Gr&Inc 529A
Price$71.58
Change+$0.36 (+0.51%)
VolumeN/A
Net Assets136.03B
Hartford Climate Opportunities R3
Price$17.95
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets122.67M
CWIAX vs HEORX Comparison Chart in %
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CWIAX vs. HEORX commentary
Aug 10, 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: 136B vs. HEORX (123M). CWIAX pays higher dividends than HEORX: CWIAX (1.46) vs HEORX (0.08). CWIAX was incepted earlier than HEORX: CWIAX (23 years) vs HEORX (9 years). HEORX (1.51) 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). CWIAX (14.33) and HEORX (14.31) have marching annual gain over last year. CWIAX return over 5 years is better than : 50.79 vs. HEORX (43.30).
| CWIAX | HEORX | CWIAX / HEORX | |
| Total Expense Ratio | 0.78 | 1.41 | 55% |
| Annual Report Gross Expense Ratio | 0.78 | 1.51 | 52% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 14.067 | 13.274 | 106% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 123M | 110,569% |
| Annual Yield % from dividends | 1.46 | 0.08 | 1,926% |
| Returns for 1 year | 14.33 | 14.31 | 100% |
| Returns for 3 years | 45.60 | 26.79 | 170% |
| Returns for 5 years | 50.79 | 43.30 | 117% |
| Returns for 10 years | 82.41 | N/A | - |