CWIAX
Price
$62.84
Change
+$0.99 (+1.60%)
Updated
Apr 24 closing price
Net Assets
119.48B
HEOTX
Price
$15.66
Change
+$0.35 (+2.29%)
Updated
Apr 24 closing price
Net Assets
113.06M
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CWIAX vs HEOTX

Header iconCWIAX vs HEOTX Comparison
Open Charts CWIAX vs HEOTXBanner chart's image
American Funds Capital World Gr&Inc 529A
Price$62.84
Change+$0.99 (+1.60%)
VolumeN/A
Net Assets119.48B
Hartford Climate Opportunities R5
Price$15.66
Change+$0.35 (+2.29%)
VolumeN/A
Net Assets113.06M
CWIAX vs HEOTX Comparison Chart
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CWIAX vs. HEOTX commentary
Apr 25, 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.

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FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 119B vs. HEOTX (113M). CWIAX pays higher dividends than HEOTX: CWIAX (1.63) vs HEOTX (0.71). CWIAX was incepted earlier than HEOTX: CWIAX (23 years) vs HEOTX (9 years). HEOTX (0.92) 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 : 1.43 vs. HEOTX (-1.04). HEOTX return over 5 years is better than : 70.36 vs. CWIAX (55.61).
CWIAXHEOTXCWIAX / HEOTX
Total Expense Ratio0.780.8196%
Annual Report Gross Expense Ratio0.780.9285%
Fund Existence23 years9 years-
Gain YTD-0.364-2.04718%
Front Load4%N/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets119B113M105,310%
Annual Yield % from dividends1.630.71231%
Returns for 1 year1.43-1.04-138%
Returns for 3 years20.488.45242%
Returns for 5 years55.6170.3679%
Returns for 10 years55.06N/A-
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