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CWGFX vs HEOFX
CWGFX vs HEOFX Comparison
Open Charts CWGFX vs HEOFX
American Funds Capital World Gr&Inc F1
Price$63.50
Change+$0.33 (+0.52%)
VolumeN/A
CapitalizationN/A
Hartford Climate Opportunities F
Price$16.47
Change+$0.13 (+0.80%)
VolumeN/A
CapitalizationN/A
CWGFX vs HEOFX Comparison Chart
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CWGFX vs. HEOFX commentary
Dec 24, 2024
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: 125B vs. HEOFX (128M). CWGFX pays higher dividends than HEOFX: CWGFX (1.64) vs HEOFX (0.80). CWGFX was incepted earlier than HEOFX: CWGFX (24 years) vs HEOFX (8 years). 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 : 8.57 vs. HEOFX (7.24). HEOFX return over 5 years is better than : 48.29 vs. CWGFX (28.63).
| CWGFX | HEOFX | CWGFX / HEOFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 7.613 | 5.848 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 128M | 97,656% |
| Annual Yield % from dividends | 1.64 | 0.80 | 205% |
| Returns for 1 year | 8.57 | 7.24 | 118% |
| Returns for 3 years | 6.17 | -0.90 | -688% |
| Returns for 5 years | 28.63 | 48.29 | 59% |
| Returns for 10 years | 44.06 | N/A | - |
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