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CWGCX vs HEOFX
CWGCX vs HEOFX Comparison
Open Charts CWGCX vs HEOFX
American Funds Capital World Gr&Inc C
Price$72.21
Change+$0.33 (+0.46%)
VolumeN/A
Net Assets137.57B
Hartford Climate Opportunities F
Price$18.54
Change+$0.06 (+0.32%)
VolumeN/A
Net Assets121.53M
CWGCX vs HEOFX Comparison Chart in %
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CWGCX vs. HEOFX commentary
Sep 08, 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: 138B vs. HEOFX (122M). CWGCX pays higher dividends than HEOFX: CWGCX (0.82) vs HEOFX (0.70). 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 (12.28) and HEOFX (12.17) have marching annual gain over last year. HEOFX return over 5 years is better than : 46.88 vs. CWGCX (43.30).
| 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 | 15.632 | 14.515 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 122M | 113,115% |
| Annual Yield % from dividends | 0.82 | 0.70 | 117% |
| Returns for 1 year | 12.28 | 12.17 | 101% |
| Returns for 3 years | 51.16 | 36.20 | 141% |
| Returns for 5 years | 43.30 | 46.88 | 92% |
| Returns for 10 years | 71.02 | N/A | - |
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