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CWIAX vs HEOYX
CWIAX vs HEOYX Comparison
Open Charts CWIAX vs HEOYX
American Funds Capital World Gr&Inc 529A
Price$71.06
Change+$0.20 (+0.28%)
VolumeN/A
Net Assets135.04B
Hartford Climate Opportunities Y
Price$17.88
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets121.52M
CWIAX vs HEOYX Comparison Chart in %
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CWIAX vs. HEOYX commentary
Jul 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 Buy and HEOYX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 135B vs. HEOYX (122M). CWIAX pays higher dividends than HEOYX: CWIAX (1.46) vs HEOYX (0.64). CWIAX was incepted earlier than HEOYX: CWIAX (23 years) vs HEOYX (9 years). HEOYX (0.90) is less costly to investors than CWIAX (0.78). HEOYX is a more actively managed with annual turnover of: 108.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than HEOYX: CWIAX (250) vs HEOYX (250000). CWIAX annual gain was more profitable for investors over the last year : 6.85 vs. HEOYX (4.57). CWIAX (52.38) and HEOYX (51.85) have equivalent 5 years return.
| CWIAX | HEOYX | CWIAX / HEOYX | |
| Total Expense Ratio | 0.78 | 0.79 | 99% |
| Annual Report Gross Expense Ratio | 0.78 | 0.90 | 87% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 13.238 | 11.625 | 114% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 122M | 110,656% |
| Annual Yield % from dividends | 1.46 | 0.64 | 229% |
| Returns for 1 year | 6.85 | 4.57 | 150% |
| Returns for 3 years | 53.32 | 39.73 | 134% |
| Returns for 5 years | 52.38 | 51.85 | 101% |
| Returns for 10 years | 78.29 | N/A | - |
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