Interact to see
Advertisement
Advertisement
CWIAX vs HEOVX
CWIAX vs HEOVX Comparison
Open Charts CWIAX vs HEOVX
American Funds Capital World Gr&Inc 529A
Price$74.08
Change-$0.50 (-0.67%)
VolumeN/A
Net Assets140.58B
Hartford Climate Opportunities R6
Price$17.71
Change-$0.09 (-0.51%)
VolumeN/A
Net Assets120.76M
CWIAX vs HEOVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. HEOVX commentary
Sep 27, 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 Hold and HEOVX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 141B vs. HEOVX (121M). CWIAX pays higher dividends than HEOVX: CWIAX (1.43) vs HEOVX (0.73). CWIAX was incepted earlier than HEOVX: CWIAX (24 years) vs HEOVX (10 years). HEOVX (0.80) and CWIAX (0.78) have similar cost to investors . HEOVX is a more actively managed with annual turnover of: 75.00 vs. CWIAX (27.00). HEOVX has a lower initial minimum investment than CWIAX: HEOVX (0) vs CWIAX (250). CWIAX annual gain was more profitable for investors over the last year : 10.35 vs. HEOVX (5.89). CWIAX return over 5 years is better than : 57.83 vs. HEOVX (48.48).
| CWIAX | HEOVX | CWIAX / HEOVX | |
| Total Expense Ratio | 0.78 | 0.69 | 113% |
| Annual Report Gross Expense Ratio | 0.78 | 0.80 | 98% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 18.360 | 14.469 | 127% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 121M | 116,529% |
| Annual Yield % from dividends | 1.43 | 0.73 | 197% |
| Returns for 1 year | 10.35 | 5.89 | 176% |
| Returns for 3 years | 69.75 | 46.72 | 149% |
| Returns for 5 years | 57.83 | 48.48 | 119% |
| Returns for 10 years | 113.48 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement