Interact to see
Advertisement
Advertisement
CWIAX vs HEOSX
CWIAX vs HEOSX Comparison
Open Charts CWIAX vs HEOSX
American Funds Capital World Gr&Inc 529A
Price$71.35
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets135.41B
Hartford Climate Opportunities R4
Price$17.75
Change+$0.19 (+1.08%)
VolumeN/A
Net Assets121.51M
CWIAX vs HEOSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. HEOSX commentary
Jul 18, 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 HEOSX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 135B vs. HEOSX (122M). CWIAX pays higher dividends than HEOSX: CWIAX (1.46) vs HEOSX (0.35). CWIAX was incepted earlier than HEOSX: CWIAX (23 years) vs HEOSX (9 years). HEOSX (1.21) is less costly to investors than CWIAX (0.78). HEOSX is a more actively managed with annual turnover of: 108.00 vs. CWIAX (27.00). HEOSX has a lower initial minimum investment than CWIAX: HEOSX (0) vs CWIAX (250). CWIAX annual gain was more profitable for investors over the last year : 8.93 vs. HEOSX (5.81). CWIAX return over 5 years is better than : 53.00 vs. HEOSX (49.89).
| CWIAX | HEOSX | CWIAX / HEOSX | |
| Total Expense Ratio | 0.78 | 1.11 | 70% |
| Annual Report Gross Expense Ratio | 0.78 | 1.21 | 64% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 13.700 | 11.139 | 123% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 122M | 110,656% |
| Annual Yield % from dividends | 1.46 | 0.35 | 413% |
| Returns for 1 year | 8.93 | 5.81 | 154% |
| Returns for 3 years | 54.04 | 38.10 | 142% |
| Returns for 5 years | 53.00 | 49.89 | 106% |
| Returns for 10 years | 79.24 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement