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$70.16
Change+$0.79 (+1.14%)
VolumeN/A
Net Assets132.68B
Hartford Climate Opportunities R4
Price$17.29
Change+$0.18 (+1.05%)
VolumeN/A
Net Assets119.69M
CWIAX vs HEOSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. HEOSX commentary
Jun 27, 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 HEOSX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 133B vs. HEOSX (120M). CWIAX pays higher dividends than HEOSX: CWIAX (1.52) vs HEOSX (0.37). 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 : 9.10 vs. HEOSX (6.29). HEOSX (62.50) and CWIAX (59.76) have equivalent 5 years return.
| 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 | 11.804 | 8.291 | 142% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 120M | 110,833% |
| Annual Yield % from dividends | 1.52 | 0.37 | 415% |
| Returns for 1 year | 9.10 | 6.29 | 145% |
| Returns for 3 years | 46.27 | 30.23 | 153% |
| Returns for 5 years | 59.76 | 62.50 | 96% |
| Returns for 10 years | 80.48 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement