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CWIAX vs HEOVX
CWIAX vs HEOVX Comparison
Open Charts CWIAX vs HEOVX
American Funds Capital World Gr&Inc 529A
Price$61.40
Change-$2.22 (-3.49%)
VolumeN/A
Net Assets123.19B
Hartford Climate Opportunities R6
Price$15.13
Change-$0.52 (-3.32%)
VolumeN/A
Net Assets117.44M
CWIAX vs HEOVX Comparison Chart
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CWIAX vs. HEOVX commentary
Apr 04, 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.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 123B vs. HEOVX (117M). 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 : 0.21 vs. HEOVX (-1.06). HEOVX return over 5 years is better than : 96.69 vs. CWIAX (73.36).
| CWIAX | HEOVX | CWIAX / HEOVX | |
| Total Expense Ratio | 0.78 | 0.69 | 113% |
| Annual Report Gross Expense Ratio | 0.78 | 0.81 | 96% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 0.873 | 0.643 | 136% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 117M | 105,128% |
| Annual Yield % from dividends | 1.63 | 0.83 | 195% |
| Returns for 1 year | 0.21 | -1.06 | -20% |
| Returns for 3 years | 13.32 | 4.17 | 320% |
| Returns for 5 years | 73.36 | 96.69 | 76% |
| Returns for 10 years | 61.00 | N/A | - |
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