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CWIAX vs HEOTX
CWIAX vs HEOTX Comparison
Open Charts CWIAX vs HEOTX
American Funds Capital World Gr&Inc 529A
Price$65.99
Change-$0.88 (-1.32%)
VolumeN/A
Net Assets130.16B
Hartford Climate Opportunities R5
Price$16.28
Change-$0.24 (-1.45%)
VolumeN/A
Net Assets127.7M
CWIAX vs HEOTX Comparison Chart
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CWIAX vs. HEOTX commentary
Feb 23, 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: 130B vs. HEOTX (128M). CWIAX pays higher dividends than HEOTX: CWIAX (1.67) vs HEOTX (0.71). CWIAX was incepted earlier than HEOTX: CWIAX (23 years) vs HEOTX (9 years). 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). HEOTX annual gain was more profitable for investors over the last year : 9.45 vs. CWIAX (7.05). HEOTX return over 5 years is better than : 48.11 vs. CWIAX (37.25).
| CWIAX | HEOTX | CWIAX / HEOTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 4.316 | 5.694 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 128M | 101,563% |
| Annual Yield % from dividends | 1.67 | 0.71 | 233% |
| Returns for 1 year | 7.05 | 9.45 | 75% |
| Returns for 3 years | 18.85 | 14.49 | 130% |
| Returns for 5 years | 37.25 | 48.11 | 77% |
| Returns for 10 years | 65.61 | N/A | - |