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CWIAX vs HEOVX
CWIAX vs HEOVX Comparison
Open Charts CWIAX vs HEOVX
American Funds Capital World Gr&Inc 529A
Price$68.42
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets132.46B
Hartford Climate Opportunities R6
Price$16.76
Change-$0.23 (-1.35%)
VolumeN/A
Net Assets122.47M
CWIAX vs HEOVX Comparison Chart
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CWIAX vs. HEOVX commentary
Jun 14, 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: 132B vs. HEOVX (122M). CWIAX pays higher dividends than HEOVX: CWIAX (1.52) vs HEOVX (0.78). 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). CWIAX annual gain was more profitable for investors over the last year : 6.31 vs. HEOVX (4.72). HEOVX return over 5 years is better than : 67.23 vs. CWIAX (56.31).
| 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 | 9.031 | 9.260 | 98% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 122M | 108,197% |
| Annual Yield % from dividends | 1.52 | 0.78 | 196% |
| Returns for 1 year | 6.31 | 4.72 | 134% |
| Returns for 3 years | 45.37 | 35.49 | 128% |
| Returns for 5 years | 56.31 | 67.23 | 84% |
| Returns for 10 years | 73.44 | N/A | - |