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CWGFX vs HEOFX
CWGFX vs HEOFX Comparison
Open Charts CWGFX vs HEOFX
American Funds Capital World Gr&Inc F1
Price$61.51
Change-$2.22 (-3.48%)
VolumeN/A
Net Assets123.19B
Hartford Climate Opportunities F
Price$15.75
Change-$0.54 (-3.31%)
VolumeN/A
Net Assets117.44M
CWGFX vs HEOFX Comparison Chart
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CWGFX vs. HEOFX commentary
Apr 04, 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: 123B vs. HEOFX (117M). CWGFX pays higher dividends than HEOFX: CWGFX (1.59) vs HEOFX (0.80). CWGFX was incepted earlier than HEOFX: CWGFX (24 years) vs HEOFX (8 years). HEOFX (0.81) and CWGFX (0.80) 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 : 0.19 vs. HEOFX (-0.96). HEOFX return over 5 years is better than : 97.28 vs. CWGFX (68.06).
| CWGFX | HEOFX | CWGFX / HEOFX | |
| Total Expense Ratio | 0.80 | 0.69 | 116% |
| Annual Report Gross Expense Ratio | 0.80 | 0.81 | 99% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 0.845 | 0.618 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 117M | 105,128% |
| Annual Yield % from dividends | 1.59 | 0.80 | 198% |
| Returns for 1 year | 0.19 | -0.96 | -20% |
| Returns for 3 years | 11.40 | 4.26 | 267% |
| Returns for 5 years | 68.06 | 97.28 | 70% |
| Returns for 10 years | 40.90 | N/A | - |
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