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$74.45
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
Hartford Climate Opportunities R4
Price$18.08
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets118.23M
CWIAX vs HEOSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. HEOSX commentary
Nov 20, 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 Hold and HEOSX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 139B vs. HEOSX (118M). CWIAX pays higher dividends than HEOSX: CWIAX (1.36) vs HEOSX (0.33). CWIAX was incepted earlier than HEOSX: CWIAX (24 years) vs HEOSX (10 years). HEOSX (1.21) is less costly to investors than CWIAX (0.78). HEOSX is a more actively managed with annual turnover of: 75.00 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 : 12.18 vs. HEOSX (7.99). CWIAX return over 5 years is better than : 44.89 vs. HEOSX (27.59).
| CWIAX | HEOSX | CWIAX / HEOSX | |
| Total Expense Ratio | 0.78 | 1.11 | 70% |
| Annual Report Gross Expense Ratio | 0.78 | 1.21 | 64% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 18.952 | 14.241 | 133% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 118M | 117,797% |
| Annual Yield % from dividends | 1.36 | 0.33 | 412% |
| Returns for 1 year | 12.18 | 7.99 | 152% |
| Returns for 3 years | 51.61 | 29.53 | 175% |
| Returns for 5 years | 44.89 | 27.59 | 163% |
| Returns for 10 years | 96.19 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement