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CWIAX vs HEOVX
CWIAX vs HEOVX Comparison
Open Charts CWIAX vs HEOVX
American Funds Capital World Gr&Inc 529A
Price$74.39
Change-$0.67 (-0.89%)
VolumeN/A
Net Assets139.93B
Hartford Climate Opportunities R6
Price$17.89
Change-$0.11 (-0.61%)
VolumeN/A
Net Assets119M
CWIAX vs HEOVX Comparison Chart in %
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CWIAX vs. HEOVX commentary
Nov 20, 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: 140B vs. HEOVX (119M). CWIAX pays higher dividends than HEOVX: CWIAX (1.36) vs HEOVX (0.70). 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 : 12.13 vs. HEOVX (9.00). CWIAX return over 5 years is better than : 44.59 vs. HEOVX (30.03).
| 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 | 18.856 | 15.048 | 125% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 119M | 117,647% |
| Annual Yield % from dividends | 1.36 | 0.70 | 195% |
| Returns for 1 year | 12.13 | 9.00 | 135% |
| Returns for 3 years | 51.49 | 31.38 | 164% |
| Returns for 5 years | 44.59 | 30.03 | 148% |
| Returns for 10 years | 96.03 | N/A | - |
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