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CWIAX vs HEOYX
CWIAX vs HEOYX Comparison
Open Charts CWIAX vs HEOYX
American Funds Capital World Gr&Inc 529A
Price$64.86
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.97B
Hartford Climate Opportunities Y
Price$16.69
Change+$0.08 (+0.48%)
VolumeN/A
Net Assets119.18M
CWIAX vs HEOYX Comparison Chart
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CWIAX vs. HEOYX commentary
May 12, 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: 125B vs. HEOYX (119M). CWIAX pays higher dividends than HEOYX: CWIAX (1.61) vs HEOYX (0.70). 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 : 2.18 vs. HEOYX (0.23). HEOYX return over 5 years is better than : 74.47 vs. CWIAX (55.52).
| 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 | 2.839 | 4.313 | 66% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 119M | 105,042% |
| Annual Yield % from dividends | 1.61 | 0.70 | 230% |
| Returns for 1 year | 2.18 | 0.23 | 955% |
| Returns for 3 years | 32.55 | 24.14 | 135% |
| Returns for 5 years | 55.52 | 74.47 | 75% |
| Returns for 10 years | 61.83 | N/A | - |