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CWIAX vs HEOVX
CWIAX vs HEOVX Comparison
Open Charts CWIAX vs HEOVX
American Funds Capital World Gr&Inc 529A
Price$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
Hartford Climate Opportunities R6
Price$17.59
Change+$0.16 (+0.92%)
VolumeN/A
Net Assets124.15M
CWIAX vs HEOVX Comparison Chart in %
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CWIAX vs. HEOVX commentary
Jul 07, 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: 136B vs. HEOVX (124M). 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 : 10.99 vs. CWIAX (9.32). HEOVX return over 5 years is better than : 65.15 vs. CWIAX (56.88).
| 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 | 13.573 | 13.119 | 103% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 124M | 109,677% |
| Annual Yield % from dividends | 1.46 | 0.75 | 195% |
| Returns for 1 year | 9.32 | 10.99 | 85% |
| Returns for 3 years | 51.64 | 39.52 | 131% |
| Returns for 5 years | 56.88 | 65.15 | 87% |
| Returns for 10 years | 84.28 | N/A | - |
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