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CWGCX vs HEOFX
CWGCX vs HEOFX Comparison
Open Charts CWGCX vs HEOFX
American Funds Capital World Gr&Inc C
Price$70.22
Change+$0.24 (+0.34%)
VolumeN/A
Net Assets134.69B
Hartford Climate Opportunities F
Price$18.15
Change+$0.11 (+0.61%)
VolumeN/A
Net Assets122.5M
CWGCX vs HEOFX Comparison Chart in %
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CWGCX vs. HEOFX commentary
Jul 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 Hold and HEOFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 135B vs. HEOFX (123M). 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 : 10.34 vs. CWGCX (8.75). HEOFX return over 5 years is better than : 63.23 vs. CWGCX (48.00).
| 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 | 12.445 | 11.427 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 123M | 109,756% |
| Annual Yield % from dividends | 0.83 | 0.72 | 116% |
| Returns for 1 year | 8.75 | 10.34 | 85% |
| Returns for 3 years | 46.40 | 37.63 | 123% |
| Returns for 5 years | 48.00 | 63.23 | 76% |
| Returns for 10 years | 55.90 | N/A | - |
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