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CWIAX vs HEOTX
CWIAX vs HEOTX Comparison
Open Charts CWIAX vs HEOTX
American Funds Capital World Gr&Inc 529A
Price$75.81
Change+$0.04 (+0.05%)
VolumeN/A
Net Assets142.48B
Hartford Climate Opportunities R5
Price$18.50
Change+$0.14 (+0.76%)
VolumeN/A
Net Assets123.6M
CWIAX vs HEOTX Comparison Chart in %
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CWIAX vs. HEOTX commentary
Oct 08, 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: 142B vs. HEOTX (124M). CWIAX pays higher dividends than HEOTX: CWIAX (1.39) vs HEOTX (0.61). 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 : 12.23 vs. HEOTX (8.44). CWIAX return over 5 years is better than : 56.88 vs. HEOTX (41.43).
| 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 | 21.124 | 17.466 | 121% |
| 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 | 0.61 | 228% |
| Returns for 1 year | 12.23 | 8.44 | 145% |
| Returns for 3 years | 70.85 | 50.88 | 139% |
| Returns for 5 years | 56.88 | 41.43 | 137% |
| Returns for 10 years | 102.21 | N/A | - |
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