CWGCX
Price
$60.90
Change
-$2.20 (-3.49%)
Updated
Apr 3 closing price
Net Assets
123.19B
HEOFX
Price
$15.75
Change
-$0.54 (-3.31%)
Updated
Apr 3 closing price
Net Assets
117.44M
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CWGCX vs HEOFX

Header iconCWGCX vs HEOFX Comparison
Open Charts CWGCX vs HEOFXBanner chart's image
American Funds Capital World Gr&Inc C
Price$60.90
Change-$2.20 (-3.49%)
VolumeN/A
Net Assets123.19B
Hartford Climate Opportunities F
Price$15.75
Change-$0.54 (-3.31%)
VolumeN/A
Net Assets117.44M
CWGCX vs HEOFX Comparison Chart
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CWGCX vs. HEOFX commentary
Apr 04, 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.

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FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 123B vs. HEOFX (117M). CWGCX pays higher dividends than HEOFX: CWGCX (0.93) vs HEOFX (0.80). CWGCX was incepted earlier than HEOFX: CWGCX (24 years) vs HEOFX (8 years). CWGCX (1.49) is less costly to investors than HEOFX (0.81). 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). CWGCX annual gain was more profitable for investors over the last year : -0.53 vs. HEOFX (-0.96). HEOFX return over 5 years is better than : 97.28 vs. CWGCX (64.18).
CWGCXHEOFXCWGCX / HEOFX
Total Expense Ratio1.490.69216%
Annual Report Gross Expense Ratio1.490.81184%
Fund Existence24 years8 years-
Gain YTD0.7000.618113%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets123B117M105,128%
Annual Yield % from dividends0.930.80116%
Returns for 1 year-0.53-0.9655%
Returns for 3 years9.634.26226%
Returns for 5 years64.1897.2866%
Returns for 10 years37.61N/A-
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