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CWIAX vs HEOSX
CWIAX vs HEOSX Comparison
Open Charts CWIAX vs HEOSX
American Funds Capital World Gr&Inc 529A
Price$74.53
Change-$0.26 (-0.35%)
VolumeN/A
Net Assets140.8B
Hartford Climate Opportunities R4
Price$17.94
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets121.7M
CWIAX vs HEOSX Comparison Chart in %
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CWIAX vs. HEOSX commentary
Sep 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 StrongBuy and HEOSX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 141B vs. HEOSX (122M). CWIAX pays higher dividends than HEOSX: CWIAX (1.43) vs HEOSX (0.34). 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 : 13.35 vs. HEOSX (6.94). CWIAX return over 5 years is better than : 56.13 vs. HEOSX (43.12).
| 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 | 19.079 | 13.671 | 140% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 122M | 115,574% |
| Annual Yield % from dividends | 1.43 | 0.34 | 415% |
| Returns for 1 year | 13.35 | 6.94 | 192% |
| Returns for 3 years | 59.83 | 34.18 | 175% |
| Returns for 5 years | 56.13 | 43.12 | 130% |
| Returns for 10 years | 104.24 | N/A | - |
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