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CWIAX vs HEOYX
CWIAX vs HEOYX Comparison
Open Charts CWIAX vs HEOYX
American Funds Capital World Gr&Inc 529A
Price$60.72
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.17B
Hartford Climate Opportunities Y
Price$15.45
Change+$0.12 (+0.78%)
VolumeN/A
Net Assets110.92M
CWIAX vs HEOYX Comparison Chart
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CWIAX vs. HEOYX commentary
Apr 18, 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: 117B vs. HEOYX (111M). CWIAX pays higher dividends than HEOYX: CWIAX (1.63) vs HEOYX (0.71). CWIAX was incepted earlier than HEOYX: CWIAX (23 years) vs HEOYX (9 years). HEOYX (0.92) 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 : -0.95 vs. HEOYX (-1.66). HEOYX return over 5 years is better than : 65.27 vs. CWIAX (47.90).
| CWIAX | HEOYX | CWIAX / HEOYX | |
| Total Expense Ratio | 0.78 | 0.79 | 99% |
| Annual Report Gross Expense Ratio | 0.78 | 0.92 | 85% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | -3.725 | -4.188 | 89% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 111M | 105,405% |
| Annual Yield % from dividends | 1.63 | 0.71 | 229% |
| Returns for 1 year | -0.95 | -1.66 | 57% |
| Returns for 3 years | 12.76 | 3.52 | 362% |
| Returns for 5 years | 47.90 | 65.27 | 73% |
| Returns for 10 years | 51.53 | N/A | - |
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