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CWIAX vs HEOTX
CWIAX vs HEOTX Comparison
Open Charts CWIAX vs HEOTX
American Funds Capital World Gr&Inc 529A
Price$71.22
Change+$0.17 (+0.24%)
VolumeN/A
Net Assets135.09B
Hartford Climate Opportunities R5
Price$17.77
Change+$0.09 (+0.51%)
VolumeN/A
Net Assets122.03M
CWIAX vs HEOTX Comparison Chart in %
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CWIAX vs. HEOTX commentary
Aug 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 StrongBuy and HEOTX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 135B vs. HEOTX (122M). CWIAX pays higher dividends than HEOTX: CWIAX (1.46) vs HEOTX (0.62). 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). HEOTX (16.45) and CWIAX (16.39) have marching annual gain over last year. CWIAX return over 5 years is better than : 50.03 vs. HEOTX (45.51).
| 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 | 13.493 | 13.116 | 103% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 122M | 110,656% |
| Annual Yield % from dividends | 1.46 | 0.62 | 235% |
| Returns for 1 year | 16.39 | 16.45 | 100% |
| Returns for 3 years | 44.09 | 27.89 | 158% |
| Returns for 5 years | 50.03 | 45.51 | 110% |
| Returns for 10 years | 79.70 | N/A | - |
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