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CWIAX vs HEOSX
CWIAX vs HEOSX Comparison
Open Charts CWIAX vs HEOSX
American Funds Capital World Gr&Inc 529A
Price$71.58
Change+$0.36 (+0.51%)
VolumeN/A
Net Assets136.03B
Hartford Climate Opportunities R4
Price$17.90
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets122.67M
CWIAX vs HEOSX Comparison Chart in %
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CWIAX vs. HEOSX commentary
Aug 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 StrongBuy and HEOSX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 136B vs. HEOSX (123M). 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). HEOSX (14.53) and CWIAX (14.33) have marching annual gain over last year. CWIAX return over 5 years is better than : 50.79 vs. HEOSX (44.91).
| 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 | 14.067 | 13.291 | 106% |
| 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 | 0.35 | 421% |
| Returns for 1 year | 14.33 | 14.53 | 99% |
| Returns for 3 years | 45.60 | 27.91 | 163% |
| Returns for 5 years | 50.79 | 44.91 | 113% |
| Returns for 10 years | 82.41 | N/A | - |
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