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CWIAX vs HEOTX
CWIAX vs HEOTX Comparison
Open Charts CWIAX vs HEOTX
American Funds Capital World Gr&Inc 529A
Price$57.70
Change-$3.70 (-6.03%)
VolumeN/A
Net Assets118.88B
Hartford Climate Opportunities R5
Price$14.38
Change-$0.83 (-5.46%)
VolumeN/A
Net Assets113.49M
CWIAX vs HEOTX Comparison Chart
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CWIAX vs. HEOTX commentary
Apr 05, 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 HEOTX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 119B vs. HEOTX (113M). CWIAX pays higher dividends than HEOTX: CWIAX (1.63) vs HEOTX (0.71). CWIAX was incepted earlier than HEOTX: CWIAX (23 years) vs HEOTX (9 years). HEOTX (0.92) is less costly to investors than CWIAX (0.78). HEOTX is a more actively managed with annual turnover of: 108.00 vs. CWIAX (27.00). HEOTX has a lower initial minimum investment than CWIAX: HEOTX (0) vs CWIAX (250). CWIAX annual gain was more profitable for investors over the last year : 0.21 vs. HEOTX (-1.12). HEOTX return over 5 years is better than : 95.68 vs. CWIAX (73.36).
| CWIAX | HEOTX | CWIAX / HEOTX | |
| Total Expense Ratio | 0.78 | 0.81 | 96% |
| Annual Report Gross Expense Ratio | 0.78 | 0.92 | 85% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 0.873 | 0.640 | 136% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 113M | 105,310% |
| Annual Yield % from dividends | 1.63 | 0.71 | 231% |
| Returns for 1 year | 0.21 | -1.12 | -19% |
| Returns for 3 years | 13.32 | 3.83 | 348% |
| Returns for 5 years | 73.36 | 95.68 | 77% |
| Returns for 10 years | 61.00 | N/A | - |
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