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CWGFX vs HEOFX
CWGFX vs HEOFX Comparison
Open Charts CWGFX vs HEOFX
American Funds Capital World Gr&Inc F1
Price$70.94
Change+$0.24 (+0.34%)
VolumeN/A
Net Assets134.69B
Hartford Climate Opportunities F
Price$18.15
Change+$0.11 (+0.61%)
VolumeN/A
Net Assets122.5M
CWGFX vs HEOFX Comparison Chart in %
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CWGFX vs. HEOFX commentary
Jul 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 Hold and HEOFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 135B vs. HEOFX (123M). CWGFX pays higher dividends than HEOFX: CWGFX (1.42) vs HEOFX (0.72). 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). HEOFX annual gain was more profitable for investors over the last year : 10.34 vs. CWGFX (9.54). HEOFX return over 5 years is better than : 63.23 vs. CWGFX (51.73).
| 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 | 12.807 | 11.427 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 123M | 109,756% |
| Annual Yield % from dividends | 1.42 | 0.72 | 197% |
| Returns for 1 year | 9.54 | 10.34 | 92% |
| Returns for 3 years | 49.07 | 37.63 | 130% |
| Returns for 5 years | 51.73 | 63.23 | 82% |
| Returns for 10 years | 59.93 | N/A | - |
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