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CWIAX vs HEORX
CWIAX vs HEORX Comparison
Open Charts CWIAX vs HEORX
American Funds Capital World Gr&Inc 529A
Price$71.44
Change+$0.09 (+0.13%)
VolumeN/A
Net Assets135.95B
Hartford Climate Opportunities R3
Price$17.82
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets122.77M
CWIAX vs HEORX Comparison Chart in %
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CWIAX vs. HEORX commentary
Jul 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 Buy 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 annual gain was more profitable for investors over the last year : 8.93 vs. HEORX (6.93). CWIAX return over 5 years is better than : 53.00 vs. HEORX (50.20).
| 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 | 13.700 | 12.516 | 109% |
| 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 | 1,887% |
| Returns for 1 year | 8.93 | 6.93 | 129% |
| Returns for 3 years | 54.04 | 38.49 | 140% |
| Returns for 5 years | 53.00 | 50.20 | 106% |
| Returns for 10 years | 79.24 | N/A | - |
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