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CWGCX vs HEOFX
CWGCX vs HEOFX Comparison
Open Charts CWGCX vs HEOFX
American Funds Capital World Gr&Inc C
Price$73.76
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
Hartford Climate Opportunities F
Price$18.65
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets118.23M
CWGCX vs HEOFX Comparison Chart in %
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CWGCX vs. HEOFX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 139B vs. HEOFX (118M). CWGCX pays higher dividends than HEOFX: CWGCX (0.75) vs HEOFX (0.67). CWGCX was incepted earlier than HEOFX: CWGCX (25 years) vs HEOFX (9 years). CWGCX (1.49) is less costly to investors than HEOFX (0.79). 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 : 11.34 vs. HEOFX (9.04). CWGCX return over 5 years is better than : 37.86 vs. HEOFX (30.34).
| CWGCX | HEOFX | CWGCX / HEOFX | |
| Total Expense Ratio | 1.49 | 0.69 | 216% |
| Annual Report Gross Expense Ratio | 1.49 | 0.79 | 189% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 18.208 | 15.195 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 118M | 117,797% |
| Annual Yield % from dividends | 0.75 | 0.67 | 112% |
| Returns for 1 year | 11.34 | 9.04 | 125% |
| Returns for 3 years | 47.64 | 31.65 | 151% |
| Returns for 5 years | 37.86 | 30.34 | 125% |
| Returns for 10 years | 69.11 | N/A | - |
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