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CWGCX vs HEOFX
CWGCX vs HEOFX Comparison
Open Charts CWGCX vs HEOFX
American Funds Capital World Gr&Inc C
Price$75.13
Change+$0.33 (+0.44%)
VolumeN/A
Net Assets142.48B
Hartford Climate Opportunities F
Price$19.04
Change+$0.08 (+0.42%)
VolumeN/A
Net Assets123.6M
CWGCX vs HEOFX Comparison Chart in %
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CWGCX vs. HEOFX commentary
Oct 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 CWGCX is a Buy and HEOFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 142B vs. HEOFX (124M). CWGCX pays higher dividends than HEOFX: CWGCX (0.77) vs HEOFX (0.69). CWGCX was incepted earlier than HEOFX: CWGCX (25 years) vs HEOFX (9 years). CWGCX (1.49) is less costly to investors than HEOFX (0.79). HEOFX is a more actively managed with annual turnover of: 75.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than HEOFX: CWGCX (250) vs HEOFX (1000000). CWGCX annual gain was more profitable for investors over the last year : 12.18 vs. HEOFX (9.05). CWGCX return over 5 years is better than : 51.74 vs. HEOFX (47.47).
| CWGCX | HEOFX | CWGCX / HEOFX | |
| Total Expense Ratio | 1.49 | 0.69 | 216% |
| Annual Report Gross Expense Ratio | 1.49 | 0.79 | 189% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 20.404 | 17.603 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 124M | 114,516% |
| Annual Yield % from dividends | 0.77 | 0.69 | 111% |
| Returns for 1 year | 12.18 | 9.05 | 135% |
| Returns for 3 years | 60.61 | 43.98 | 138% |
| Returns for 5 years | 51.74 | 47.47 | 109% |
| Returns for 10 years | 77.84 | N/A | - |
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