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CWIAX vs HEOSX
CWIAX vs HEOSX Comparison
Open Charts CWIAX vs HEOSX
American Funds Capital World Gr&Inc 529A
Price$75.51
Change-$0.30 (-0.40%)
VolumeN/A
Net Assets142.48B
Hartford Climate Opportunities R4
Price$18.42
Change-$0.18 (-0.97%)
VolumeN/A
Net Assets124.45M
CWIAX vs HEOSX Comparison Chart in %
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CWIAX vs. HEOSX commentary
Oct 09, 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: 142B vs. HEOSX (124M). CWIAX pays higher dividends than HEOSX: CWIAX (1.39) 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 : 12.23 vs. HEOSX (9.13). CWIAX return over 5 years is better than : 55.37 vs. HEOSX (40.02).
| 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 | 20.645 | 17.722 | 116% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 124M | 114,516% |
| Annual Yield % from dividends | 1.39 | 0.34 | 408% |
| Returns for 1 year | 12.23 | 9.13 | 134% |
| Returns for 3 years | 70.18 | 50.46 | 139% |
| Returns for 5 years | 55.37 | 40.02 | 138% |
| Returns for 10 years | 101.41 | N/A | - |
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