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CWIAX vs HEOTX
CWIAX vs HEOTX Comparison
Open Charts CWIAX vs HEOTX
American Funds Capital World Gr&Inc 529A
Price$74.45
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
Hartford Climate Opportunities R5
Price$17.99
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets118.23M
CWIAX vs HEOTX Comparison Chart in %
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CWIAX vs. HEOTX 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 HEOTX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 139B vs. HEOTX (118M). CWIAX pays higher dividends than HEOTX: CWIAX (1.36) vs HEOTX (0.59). CWIAX was incepted earlier than HEOTX: CWIAX (24 years) vs HEOTX (10 years). HEOTX (0.89) is less costly to investors than CWIAX (0.78). HEOTX is a more actively managed with annual turnover of: 75.00 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 : 12.18 vs. HEOTX (8.63). CWIAX return over 5 years is better than : 44.89 vs. HEOTX (29.11).
| CWIAX | HEOTX | CWIAX / HEOTX | |
| Total Expense Ratio | 0.78 | 0.81 | 96% |
| Annual Report Gross Expense Ratio | 0.78 | 0.89 | 88% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 18.952 | 14.907 | 127% |
| 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 | 0.59 | 230% |
| Returns for 1 year | 12.18 | 8.63 | 141% |
| Returns for 3 years | 51.61 | 30.93 | 167% |
| Returns for 5 years | 44.89 | 29.11 | 154% |
| Returns for 10 years | 96.19 | N/A | - |
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