Interact to see
Advertisement
Advertisement
CWGCX vs HEOFX
CWGCX vs HEOFX Comparison
Open Charts CWGCX vs HEOFX
American Funds Capital World Gr&Inc C
Price$71.50
Change-$0.21 (-0.29%)
VolumeN/A
Net Assets137.74B
Hartford Climate Opportunities F
Price$18.70
Change-$0.05 (-0.27%)
VolumeN/A
Net Assets125.49M
CWGCX vs HEOFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGCX vs. HEOFX commentary
Jul 25, 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 CWGCX is a StrongBuy and HEOFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 138B vs. HEOFX (125M). CWGCX pays higher dividends than HEOFX: CWGCX (0.83) vs HEOFX (0.72). CWGCX was incepted earlier than HEOFX: CWGCX (24 years) vs HEOFX (8 years). CWGCX (1.49) is less costly to investors than HEOFX (0.79). HEOFX is a more actively managed with annual turnover of: 108.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than HEOFX: CWGCX (250) vs HEOFX (1000000). HEOFX annual gain was more profitable for investors over the last year : 13.31 vs. CWGCX (12.20). HEOFX return over 5 years is better than : 56.56 vs. CWGCX (47.16).
| CWGCX | HEOFX | CWGCX / HEOFX | |
| Total Expense Ratio | 1.49 | 0.69 | 216% |
| Annual Report Gross Expense Ratio | 1.49 | 0.79 | 189% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 14.495 | 15.812 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 125M | 110,400% |
| Annual Yield % from dividends | 0.83 | 0.72 | 116% |
| Returns for 1 year | 12.20 | 13.31 | 92% |
| Returns for 3 years | 46.89 | 39.63 | 118% |
| Returns for 5 years | 47.16 | 56.56 | 83% |
| Returns for 10 years | 60.60 | N/A | - |