Interact to see
Advertisement
Advertisement
FWCGX vs HEOTX
FWCGX vs HEOTX Comparison
Open Charts FWCGX vs HEOTX
American Funds Capital World Gr&Inc529F3
Price$71.09
Change+$0.26 (+0.37%)
VolumeN/A
Net Assets134.85B
Hartford Climate Opportunities R5
Price$17.35
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets122.01M
FWCGX vs HEOTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 135B vs. HEOTX (122M). FWCGX pays higher dividends than HEOTX: FWCGX (1.81) vs HEOTX (0.66). FWCGX was incepted earlier than HEOTX: FWCGX (5 years) vs HEOTX (9 years). HEOTX (0.89) is less costly to investors than FWCGX (0.47). HEOTX is a more actively managed with annual turnover of: 108.00 vs. FWCGX (27.00). HEOTX has a lower initial minimum investment than FWCGX: HEOTX (0) vs FWCGX (250). FWCGX annual gain was more profitable for investors over the last year : 10.30 vs. HEOTX (9.55).
| FWCGX | HEOTX | FWCGX / HEOTX | |
| Total Expense Ratio | 0.47 | 0.81 | 58% |
| Annual Report Gross Expense Ratio | 0.47 | 0.89 | 53% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 12.572 | 10.940 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 122M | 110,656% |
| Annual Yield % from dividends | 1.81 | 0.66 | 274% |
| Returns for 1 year | 10.30 | 9.55 | 108% |
| Returns for 3 years | 51.52 | 36.49 | 141% |
| Returns for 5 years | N/A | 63.10 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement