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CWIAX vs HEOYX
CWIAX vs HEOYX Comparison
Open Charts CWIAX vs HEOYX
American Funds Capital World Gr&Inc 529A
Price$71.58
Change+$0.36 (+0.51%)
VolumeN/A
Net Assets136.03B
Hartford Climate Opportunities Y
Price$18.23
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets122.67M
CWIAX vs HEOYX Comparison Chart in %
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CWIAX vs. HEOYX commentary
Aug 10, 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 StrongBuy and HEOYX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 136B vs. HEOYX (123M). CWIAX pays higher dividends than HEOYX: CWIAX (1.46) vs HEOYX (0.63). CWIAX was incepted earlier than HEOYX: CWIAX (24 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). HEOYX annual gain was more profitable for investors over the last year : 15.25 vs. CWIAX (14.33). CWIAX return over 5 years is better than : 50.79 vs. HEOYX (46.90).
| 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 | 9 years | - |
| Gain YTD | 14.067 | 13.937 | 101% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 123M | 110,569% |
| Annual Yield % from dividends | 1.46 | 0.63 | 234% |
| Returns for 1 year | 14.33 | 15.25 | 94% |
| Returns for 3 years | 45.60 | 29.40 | 155% |
| Returns for 5 years | 50.79 | 46.90 | 108% |
| Returns for 10 years | 82.41 | N/A | - |