CWGFX
Price
$72.26
Change
-$0.21 (-0.29%)
Updated
Jul 24 closing price
Net Assets
137.74B
HEOFX
Price
$18.70
Change
-$0.05 (-0.27%)
Updated
Jul 24 closing price
Net Assets
125.49M
Interact to see
Advertisement

CWGFX vs HEOFX

Header iconCWGFX vs HEOFX Comparison
Open Charts CWGFX vs HEOFXBanner chart's image
American Funds Capital World Gr&Inc F1
Price$72.26
Change-$0.21 (-0.29%)
VolumeN/A
Net Assets137.74B
Hartford Climate Opportunities F
Price$18.70
Change-$0.05 (-0.27%)
VolumeN/A
Net Assets125.49M
CWGFX vs HEOFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
CWGFX vs. HEOFX commentary
Jul 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 StrongBuy and HEOFX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 138B vs. HEOFX (125M). CWGFX pays higher dividends than HEOFX: CWGFX (1.42) vs HEOFX (0.72). 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 (13.31) and CWGFX (13.01) have marching annual gain over last year. HEOFX return over 5 years is better than : 56.56 vs. CWGFX (50.90).
CWGFXHEOFXCWGFX / HEOFX
Total Expense Ratio0.800.69116%
Annual Report Gross Expense Ratio0.800.79101%
Fund Existence24 years8 years-
Gain YTD14.90615.81294%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets138B125M110,400%
Annual Yield % from dividends1.420.72197%
Returns for 1 year13.0113.3198%
Returns for 3 years49.5639.63125%
Returns for 5 years50.9056.5690%
Returns for 10 years64.72N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
IRLSX78.19N/A
N/A
Voya Russell Large Cap Growth Idx Port S
IRSIX11.95N/A
N/A
Voya Russell Small Cap Index Port A
NMMEX17.51N/A
N/A
Northern Active M Emerging Market Equity
HCPSX75.24N/A
N/A
ProFunds UltraSector Health Care Svc
JLVIX73.85N/A
N/A
JHancock Fundamental Large Cap Core I