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CWGCX vs HEOFX
CWGCX vs HEOFX Comparison
Open Charts CWGCX vs HEOFX
American Funds Capital World Gr&Inc C
Price$66.97
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets129.24B
Hartford Climate Opportunities F
Price$17.28
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets121.07M
CWGCX vs HEOFX Comparison Chart
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CWGCX vs. HEOFX commentary
Jun 01, 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: 129B vs. HEOFX (121M). CWGCX pays higher dividends than HEOFX: CWGCX (0.87) vs HEOFX (0.75). 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). CWGCX annual gain was more profitable for investors over the last year : 5.58 vs. HEOFX (2.34). HEOFX return over 5 years is better than : 66.98 vs. CWGCX (47.36).
| 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 | 6.876 | 6.733 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 121M | 106,612% |
| Annual Yield % from dividends | 0.87 | 0.75 | 116% |
| Returns for 1 year | 5.58 | 2.34 | 239% |
| Returns for 3 years | 25.26 | 20.16 | 125% |
| Returns for 5 years | 47.36 | 66.98 | 71% |
| Returns for 10 years | 44.70 | N/A | - |
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