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CWGFX vs HEOFX
CWGFX vs HEOFX Comparison
Open Charts CWGFX vs HEOFX
American Funds Capital World Gr&Inc F1
Price$73.04
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
Hartford Climate Opportunities F
Price$18.54
Change+$0.06 (+0.32%)
VolumeN/A
Net Assets121.53M
CWGFX vs HEOFX Comparison Chart in %
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CWGFX vs. HEOFX commentary
Sep 08, 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: 138B vs. HEOFX (122M). CWGFX pays higher dividends than HEOFX: CWGFX (1.39) vs HEOFX (0.70). 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 : 13.11 vs. HEOFX (12.17). CWGFX (46.91) and HEOFX (46.88) 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 | 25 years | 9 years | - |
| Gain YTD | 16.146 | 14.515 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 122M | 113,115% |
| Annual Yield % from dividends | 1.39 | 0.70 | 199% |
| Returns for 1 year | 13.11 | 12.17 | 108% |
| Returns for 3 years | 53.92 | 36.20 | 149% |
| Returns for 5 years | 46.91 | 46.88 | 100% |
| Returns for 10 years | 75.40 | N/A | - |
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