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CWGFX vs HEOFX
CWGFX vs HEOFX Comparison
Open Charts CWGFX vs HEOFX
American Funds Capital World Gr&Inc F1
Price$72.26
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 %
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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.
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).
| 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 | 14.906 | 15.812 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 125M | 110,400% |
| Annual Yield % from dividends | 1.42 | 0.72 | 197% |
| Returns for 1 year | 13.01 | 13.31 | 98% |
| Returns for 3 years | 49.56 | 39.63 | 125% |
| Returns for 5 years | 50.90 | 56.56 | 90% |
| Returns for 10 years | 64.72 | N/A | - |
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