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CWGCX vs HEOFX
CWGCX vs HEOFX Comparison
Open Charts CWGCX vs HEOFX
American Funds Capital World Gr&Inc C
Price$71.75
Change-$0.02 (-0.03%)
VolumeN/A
Net Assets137.56B
Hartford Climate Opportunities F
Price$18.63
Change-$0.15 (-0.80%)
VolumeN/A
Net Assets124.67M
CWGCX vs HEOFX Comparison Chart in %
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CWGCX vs. HEOFX commentary
Aug 16, 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 (0.84) vs HEOFX (0.71). 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 : 15.64 vs. CWGCX (12.24). HEOFX return over 5 years is better than : 48.67 vs. CWGCX (43.57).
| 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 | 14.895 | 15.998 | 93% |
| 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 | 0.84 | 0.71 | 118% |
| Returns for 1 year | 12.24 | 15.64 | 78% |
| Returns for 3 years | 38.59 | 27.07 | 143% |
| Returns for 5 years | 43.57 | 48.67 | 90% |
| Returns for 10 years | 59.19 | N/A | - |
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