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CWIAX vs HEOYX
CWIAX vs HEOYX Comparison
Open Charts CWIAX vs HEOYX
American Funds Capital World Gr&Inc 529A
Price$75.51
Change-$0.30 (-0.40%)
VolumeN/A
Net Assets142.48B
Hartford Climate Opportunities Y
Price$18.76
Change-$0.19 (-1.00%)
VolumeN/A
Net Assets124.45M
CWIAX vs HEOYX Comparison Chart in %
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CWIAX vs. HEOYX commentary
Oct 08, 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: 142B vs. HEOYX (124M). CWIAX pays higher dividends than HEOYX: CWIAX (1.39) vs HEOYX (0.61). CWIAX was incepted earlier than HEOYX: CWIAX (24 years) vs HEOYX (10 years). HEOYX (0.90) is less costly to investors than CWIAX (0.78). HEOYX is a more actively managed with annual turnover of: 75.00 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 : 12.23 vs. HEOYX (9.87). CWIAX return over 5 years is better than : 55.37 vs. HEOYX (41.97).
| CWIAX | HEOYX | CWIAX / HEOYX | |
| Total Expense Ratio | 0.78 | 0.79 | 99% |
| Annual Report Gross Expense Ratio | 0.78 | 0.90 | 87% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 20.645 | 18.438 | 112% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 124M | 114,516% |
| Annual Yield % from dividends | 1.39 | 0.61 | 227% |
| Returns for 1 year | 12.23 | 9.87 | 124% |
| Returns for 3 years | 70.18 | 52.20 | 134% |
| Returns for 5 years | 55.37 | 41.97 | 132% |
| Returns for 10 years | 101.41 | N/A | - |
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