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CWGFX vs HEOFX
CWGFX vs HEOFX Comparison
Open Charts CWGFX vs HEOFX
American Funds Capital World Gr&Inc F1
Price$67.72
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
CWGFX vs HEOFX Comparison Chart
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CWGFX 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 CWGFX is a Buy and HEOFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 129B vs. HEOFX (121M). CWGFX pays higher dividends than HEOFX: CWGFX (1.49) vs HEOFX (0.75). CWGFX was incepted earlier than HEOFX: CWGFX (24 years) vs HEOFX (8 years). CWGFX (0.80) and HEOFX (0.79) have similar cost to investors . HEOFX is a more actively managed with annual turnover of: 108.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than HEOFX: CWGFX (250) vs HEOFX (1000000). CWGFX annual gain was more profitable for investors over the last year : 6.36 vs. HEOFX (2.34). HEOFX return over 5 years is better than : 66.98 vs. CWGFX (50.86).
| CWGFX | HEOFX | CWGFX / HEOFX | |
| Total Expense Ratio | 0.80 | 0.69 | 116% |
| Annual Report Gross Expense Ratio | 0.80 | 0.79 | 101% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 7.158 | 6.733 | 106% |
| 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 | 1.49 | 0.75 | 199% |
| Returns for 1 year | 6.36 | 2.34 | 272% |
| Returns for 3 years | 27.31 | 20.16 | 135% |
| Returns for 5 years | 50.86 | 66.98 | 76% |
| Returns for 10 years | 48.17 | N/A | - |