Interact to see
Advertisement
Advertisement
CWIAX vs HEOTX
CWIAX vs HEOTX Comparison
Open Charts CWIAX vs HEOTX
American Funds Capital World Gr&Inc 529A
Price$72.87
Change+$0.35 (+0.48%)
VolumeN/A
Net Assets136.73B
Hartford Climate Opportunities R5
Price$18.02
Change+$0.07 (+0.39%)
VolumeN/A
Net Assets123.18M
CWIAX vs HEOTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. HEOTX commentary
Aug 29, 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 StrongBuy and HEOTX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 137B vs. HEOTX (123M). CWIAX pays higher dividends than HEOTX: CWIAX (1.46) vs HEOTX (0.62). 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 (10.60) and HEOTX (10.49) have marching annual gain over last year. CWIAX return over 5 years is better than : 47.96 vs. HEOTX (42.41).
| 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 | 16.122 | 14.843 | 109% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 123M | 111,382% |
| Annual Yield % from dividends | 1.46 | 0.62 | 235% |
| Returns for 1 year | 10.60 | 10.49 | 101% |
| Returns for 3 years | 50.96 | 32.45 | 157% |
| Returns for 5 years | 47.96 | 42.41 | 113% |
| Returns for 10 years | 97.64 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement