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CWIAX vs HEORX
CWIAX vs HEORX Comparison
Open Charts CWIAX vs HEORX
American Funds Capital World Gr&Inc 529A
Price$75.71
Change-$0.29 (-0.38%)
VolumeN/A
Net Assets142.77B
Hartford Climate Opportunities R3
Price$18.55
Change-$0.14 (-0.75%)
VolumeN/A
Net Assets124.82M
CWIAX vs HEORX Comparison Chart in %
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CWIAX vs. HEORX commentary
Oct 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 Buy and HEORX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 143B vs. HEORX (125M). CWIAX pays higher dividends than HEORX: CWIAX (1.39) vs HEORX (0.07). 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 : 11.91 vs. HEORX (8.57). CWIAX return over 5 years is better than : 54.62 vs. HEORX (38.26).
| 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 | 20.965 | 18.142 | 116% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 125M | 114,400% |
| Annual Yield % from dividends | 1.39 | 0.07 | 1,869% |
| Returns for 1 year | 11.91 | 8.57 | 139% |
| Returns for 3 years | 72.02 | 50.17 | 144% |
| Returns for 5 years | 54.62 | 38.26 | 143% |
| Returns for 10 years | 101.85 | N/A | - |
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