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CWIAX vs HEOVX
CWIAX vs HEOVX Comparison
Open Charts CWIAX vs HEOVX
American Funds Capital World Gr&Inc 529A
Price$72.47
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
Hartford Climate Opportunities R6
Price$17.93
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets123.91M
CWIAX vs HEOVX Comparison Chart in %
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CWIAX vs. HEOVX commentary
Aug 17, 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 (124M). CWIAX pays higher dividends than HEOVX: CWIAX (1.46) vs HEOVX (0.73). CWIAX was incepted earlier than HEOVX: CWIAX (24 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 : 13.14 vs. CWIAX (11.41). CWIAX return over 5 years is better than : 51.32 vs. HEOVX (47.32).
| 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 | 9 years | - |
| Gain YTD | 15.485 | 15.305 | 101% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 124M | 110,484% |
| Annual Yield % from dividends | 1.46 | 0.73 | 199% |
| Returns for 1 year | 11.41 | 13.14 | 87% |
| Returns for 3 years | 42.58 | 26.19 | 163% |
| Returns for 5 years | 51.32 | 47.32 | 108% |
| Returns for 10 years | 85.94 | N/A | - |
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