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CWIAX vs HEORX
CWIAX vs HEORX Comparison
Open Charts CWIAX vs HEORX
American Funds Capital World Gr&Inc 529A
Price$68.77
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
Hartford Climate Opportunities R3
Price$17.12
Change+$0.09 (+0.53%)
VolumeN/A
Net Assets121.38M
CWIAX vs HEORX Comparison Chart
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CWIAX vs. HEORX commentary
Jun 07, 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 HEORX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 131B vs. HEORX (121M). CWIAX pays higher dividends than HEORX: CWIAX (1.52) 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 annual gain was more profitable for investors over the last year : 6.33 vs. HEORX (3.18). HEORX return over 5 years is better than : 54.03 vs. CWIAX (50.23).
| 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 | 9.039 | 7.649 | 118% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 121M | 108,264% |
| Annual Yield % from dividends | 1.52 | 0.08 | 1,895% |
| Returns for 1 year | 6.33 | 3.18 | 199% |
| Returns for 3 years | 31.14 | 17.12 | 182% |
| Returns for 5 years | 50.23 | 54.03 | 93% |
| Returns for 10 years | 74.73 | N/A | - |
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