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CWGFX vs HEOFX
CWGFX vs HEOFX Comparison
Open Charts CWGFX vs HEOFX
American Funds Capital World Gr&Inc F1
Price$72.54
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets137.49B
Hartford Climate Opportunities F
Price$18.63
Change-$0.15 (-0.80%)
VolumeN/A
Net Assets124.67M
CWGFX vs HEOFX Comparison Chart in %
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CWGFX vs. HEOFX commentary
Aug 16, 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 StrongBuy and HEOFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 137B vs. HEOFX (125M). CWGFX pays higher dividends than HEOFX: CWGFX (1.42) vs HEOFX (0.71). 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 : 15.64 vs. CWGFX (13.06). HEOFX (48.67) and CWGFX (47.19) have equivalent 5 years return.
| 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 | 15.351 | 15.998 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 125M | 109,600% |
| Annual Yield % from dividends | 1.42 | 0.71 | 202% |
| Returns for 1 year | 13.06 | 15.64 | 84% |
| Returns for 3 years | 41.10 | 27.07 | 152% |
| Returns for 5 years | 47.19 | 48.67 | 97% |
| Returns for 10 years | 63.29 | N/A | - |
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