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CWIAX vs HEOYX
CWIAX vs HEOYX Comparison
Open Charts CWIAX vs HEOYX
American Funds Capital World Gr&Inc 529A
Price$68.52
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets130.88B
Hartford Climate Opportunities Y
Price$17.28
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets121.33M
CWIAX vs HEOYX Comparison Chart
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CWIAX vs. HEOYX commentary
Jun 06, 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: 131B vs. HEOYX (121M). CWIAX pays higher dividends than HEOYX: CWIAX (1.52) vs HEOYX (0.66). 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 : 6.12 vs. HEOYX (2.98). HEOYX return over 5 years is better than : 57.27 vs. CWIAX (49.68).
| 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 | 8.642 | 7.813 | 111% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 121M | 108,264% |
| Annual Yield % from dividends | 1.52 | 0.66 | 230% |
| Returns for 1 year | 6.12 | 2.98 | 206% |
| Returns for 3 years | 31.59 | 19.96 | 158% |
| Returns for 5 years | 49.68 | 57.27 | 87% |
| Returns for 10 years | 73.80 | N/A | - |
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