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CWGCX vs HEOFX
CWGCX vs HEOFX Comparison
Open Charts CWGCX vs HEOFX
American Funds Capital World Gr&Inc C
Price$65.19
Change+$0.21 (+0.32%)
VolumeN/A
Net Assets128.53B
Hartford Climate Opportunities F
Price$17.11
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets129.21M
CWGCX vs HEOFX Comparison Chart
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CWGCX vs. HEOFX commentary
Jan 24, 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: 129B vs. HEOFX (129M). CWGCX pays higher dividends than HEOFX: CWGCX (1.04) vs HEOFX (0.80). CWGCX was incepted earlier than HEOFX: CWGCX (24 years) vs HEOFX (8 years). 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). HEOFX annual gain was more profitable for investors over the last year : 14.22 vs. CWGCX (10.99). HEOFX return over 5 years is better than : 51.78 vs. CWGCX (28.55).
| CWGCX | HEOFX | CWGCX / HEOFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 3.905 | 5.683 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 129M | 100,000% |
| Annual Yield % from dividends | 1.04 | 0.80 | 130% |
| Returns for 1 year | 10.99 | 14.22 | 77% |
| Returns for 3 years | 12.11 | 9.58 | 126% |
| Returns for 5 years | 28.55 | 51.78 | 55% |
| Returns for 10 years | 44.87 | N/A | - |