CWIAX
Price
$62.84
Change
+$0.99 (+1.60%)
Updated
Apr 24 closing price
Net Assets
119.48B
HEOVX
Price
$15.58
Change
+$0.35 (+2.30%)
Updated
Apr 24 closing price
Net Assets
113.06M
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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$62.84
Change+$0.99 (+1.60%)
VolumeN/A
Net Assets119.48B
Hartford Climate Opportunities R6
Price$15.58
Change+$0.35 (+2.30%)
VolumeN/A
Net Assets113.06M
CWIAX vs HEOVX Comparison Chart
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CWIAX vs. HEOVX 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 HEOVX is a Buy.

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FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 119B vs. HEOVX (113M). CWIAX pays higher dividends than HEOVX: CWIAX (1.63) vs HEOVX (0.83). CWIAX was incepted earlier than HEOVX: CWIAX (23 years) vs HEOVX (9 years). HEOVX (0.81) 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). CWIAX annual gain was more profitable for investors over the last year : 1.43 vs. HEOVX (-0.92). HEOVX return over 5 years is better than : 70.95 vs. CWIAX (55.61).
CWIAXHEOVXCWIAX / HEOVX
Total Expense Ratio0.780.69113%
Annual Report Gross Expense Ratio0.780.8196%
Fund Existence23 years9 years-
Gain YTD-0.364-2.05818%
Front Load4%N/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets119B113M105,310%
Annual Yield % from dividends1.630.83195%
Returns for 1 year1.43-0.92-155%
Returns for 3 years20.488.75234%
Returns for 5 years55.6170.9578%
Returns for 10 years55.06N/A-
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