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CWGFX vs HEOFX
CWGFX vs HEOFX Comparison
Open Charts CWGFX vs HEOFX
American Funds Capital World Gr&Inc F1
Price$75.91
Change+$0.35 (+0.46%)
VolumeN/A
Net Assets142.48B
Hartford Climate Opportunities F
Price$19.04
Change+$0.08 (+0.42%)
VolumeN/A
Net Assets123.6M
CWGFX vs HEOFX Comparison Chart in %
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CWGFX vs. HEOFX commentary
Oct 06, 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: 142B vs. HEOFX (124M). CWGFX pays higher dividends than HEOFX: CWGFX (1.35) vs HEOFX (0.69). CWGFX was incepted earlier than HEOFX: CWGFX (25 years) vs HEOFX (9 years). CWGFX (0.80) and HEOFX (0.79) have similar cost to investors . HEOFX is a more actively managed with annual turnover of: 75.00 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 : 13.03 vs. HEOFX (9.05). CWGFX return over 5 years is better than : 55.88 vs. HEOFX (47.47).
| CWGFX | HEOFX | CWGFX / HEOFX | |
| Total Expense Ratio | 0.80 | 0.69 | 116% |
| Annual Report Gross Expense Ratio | 0.80 | 0.79 | 101% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 21.013 | 17.603 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 124M | 114,516% |
| Annual Yield % from dividends | 1.35 | 0.69 | 196% |
| Returns for 1 year | 13.03 | 9.05 | 144% |
| Returns for 3 years | 63.81 | 43.98 | 145% |
| Returns for 5 years | 55.88 | 47.47 | 118% |
| Returns for 10 years | 82.75 | N/A | - |
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