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CWGCX vs HEOFX
CWGCX vs HEOFX Comparison
Open Charts CWGCX vs HEOFX
American Funds Capital World Gr&Inc C
Price$62.89
Change+$0.33 (+0.53%)
VolumeN/A
CapitalizationN/A
Hartford Climate Opportunities F
Price$16.47
Change+$0.13 (+0.80%)
VolumeN/A
CapitalizationN/A
CWGCX vs HEOFX Comparison Chart
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CWGCX vs. HEOFX commentary
Dec 24, 2024
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: 125B vs. HEOFX (128M). 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). CWGCX annual gain was more profitable for investors over the last year : 7.80 vs. HEOFX (7.24). HEOFX return over 5 years is better than : 48.29 vs. CWGCX (25.96).
| 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 | 6.856 | 5.848 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 128M | 97,656% |
| Annual Yield % from dividends | 1.04 | 0.80 | 130% |
| Returns for 1 year | 7.80 | 7.24 | 108% |
| Returns for 3 years | 4.68 | -0.90 | -521% |
| Returns for 5 years | 25.96 | 48.29 | 54% |
| Returns for 10 years | 40.94 | N/A | - |