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$72.17
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.34B
Hartford Climate Opportunities R6
Price$18.09
Change+$0.12 (+0.67%)
VolumeN/A
Net Assets125.84M
CWIAX vs HEOVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. HEOVX commentary
Jul 28, 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 StrongBuy and HEOVX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 137B vs. HEOVX (126M). 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 : 14.65 vs. CWIAX (13.76). HEOVX (56.69) and CWIAX (55.06) have equivalent 5 years return.
| CWIAX | HEOVX | CWIAX / HEOVX | |
| Total Expense Ratio | 0.78 | 0.69 | 113% |
| Annual Report Gross Expense Ratio | 0.78 | 0.80 | 98% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 15.007 | 16.334 | 92% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 126M | 108,730% |
| Annual Yield % from dividends | 1.46 | 0.75 | 195% |
| Returns for 1 year | 13.76 | 14.65 | 94% |
| Returns for 3 years | 52.42 | 41.42 | 127% |
| Returns for 5 years | 55.06 | 56.69 | 97% |
| Returns for 10 years | 84.54 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CSMDX | 15.73 | 0.09 | +0.58% |
| Copeland SMID Cap Dividend Growth I | |||
| JHLVX | 54.98 | 0.25 | +0.46% |
| JHancock Fundamental Large Cap Core C | |||
| IRCIX | 12.02 | 0.05 | +0.42% |
| Voya Russell Small Cap Index Port S2 | |||
| FDVAX | 29.65 | -0.04 | -0.13% |
| Fidelity Advisor Diversified Intl A | |||
| RYTLX | 51.54 | -0.90 | -1.72% |
| Rydex Telecommunications A | |||