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CWGFX vs HEOFX
CWGFX vs HEOFX Comparison
Open Charts CWGFX vs HEOFX
American Funds Capital World Gr&Inc F1
Price$62.95
Change+$0.99 (+1.60%)
VolumeN/A
Net Assets119.48B
Hartford Climate Opportunities F
Price$16.22
Change+$0.36 (+2.27%)
VolumeN/A
Net Assets113.06M
CWGFX vs HEOFX Comparison Chart
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CWGFX vs. HEOFX commentary
Apr 25, 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: 119B vs. HEOFX (113M). 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). HEOFX annual gain was more profitable for investors over the last year : -0.83 vs. CWGFX (-1.52). HEOFX return over 5 years is better than : 71.64 vs. CWGFX (46.51).
| 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 | -3.269 | -2.038 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 113M | 105,310% |
| Annual Yield % from dividends | 1.59 | 0.80 | 198% |
| Returns for 1 year | -1.52 | -0.83 | 184% |
| Returns for 3 years | 14.67 | 8.89 | 165% |
| Returns for 5 years | 46.51 | 71.64 | 65% |
| Returns for 10 years | 31.67 | N/A | - |
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