CWIAX
Price
$71.27
Change
+$0.45 (+0.64%)
Updated
Jul 3 closing price
Net Assets
135.98B
HEOVX
Price
$17.59
Change
+$0.16 (+0.92%)
Updated
Jul 3 closing price
Net Assets
124.15M
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CWIAX vs HEOVX

Header iconCWIAX vs HEOVX Comparison
Open Charts CWIAX vs HEOVXBanner chart's image
American Funds Capital World Gr&Inc 529A
Price$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
Hartford Climate Opportunities R6
Price$17.59
Change+$0.16 (+0.92%)
VolumeN/A
Net Assets124.15M
CWIAX vs HEOVX Comparison Chart in %
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CWIAX vs. HEOVX commentary
Jul 07, 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 HEOVX is a Buy.

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FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 136B vs. HEOVX (124M). CWIAX pays higher dividends than HEOVX: CWIAX (1.46) vs HEOVX (0.75). CWIAX was incepted earlier than HEOVX: CWIAX (23 years) vs HEOVX (9 years). HEOVX (0.80) and CWIAX (0.78) have similar cost to investors . HEOVX is a more actively managed with annual turnover of: 108.00 vs. CWIAX (27.00). HEOVX has a lower initial minimum investment than CWIAX: HEOVX (0) vs CWIAX (250). HEOVX annual gain was more profitable for investors over the last year : 10.99 vs. CWIAX (9.32). HEOVX return over 5 years is better than : 65.15 vs. CWIAX (56.88).
CWIAXHEOVXCWIAX / HEOVX
Total Expense Ratio0.780.69113%
Annual Report Gross Expense Ratio0.780.8098%
Fund Existence23 years9 years-
Gain YTD13.57313.119103%
Front Load4%N/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets136B124M109,677%
Annual Yield % from dividends1.460.75195%
Returns for 1 year9.3210.9985%
Returns for 3 years51.6439.52131%
Returns for 5 years56.8865.1587%
Returns for 10 years84.28N/A-
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