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CWIAX vs HEOTX
CWIAX vs HEOTX Comparison
Open Charts CWIAX vs HEOTX
American Funds Capital World Gr&Inc 529A
Price$68.77
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
Hartford Climate Opportunities R5
Price$16.97
Change+$0.10 (+0.59%)
VolumeN/A
Net Assets121.38M
CWIAX vs HEOTX Comparison Chart
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CWIAX vs. HEOTX commentary
Jun 07, 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: 131B vs. HEOTX (121M). CWIAX pays higher dividends than HEOTX: CWIAX (1.52) vs HEOTX (0.66). CWIAX was incepted earlier than HEOTX: CWIAX (23 years) vs HEOTX (9 years). HEOTX (0.89) 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 : 6.33 vs. HEOTX (3.72). HEOTX return over 5 years is better than : 57.11 vs. CWIAX (50.23).
| CWIAX | HEOTX | CWIAX / HEOTX | |
| Total Expense Ratio | 0.78 | 0.81 | 96% |
| Annual Report Gross Expense Ratio | 0.78 | 0.89 | 88% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 9.039 | 7.933 | 114% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 121M | 108,264% |
| Annual Yield % from dividends | 1.52 | 0.66 | 231% |
| Returns for 1 year | 6.33 | 3.72 | 170% |
| Returns for 3 years | 31.14 | 19.25 | 162% |
| Returns for 5 years | 50.23 | 57.11 | 88% |
| Returns for 10 years | 74.73 | N/A | - |
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