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FWGIX vs HEOTX
FWGIX vs HEOTX Comparison
Open Charts FWGIX vs HEOTX
American Funds Capital World Gr&Inc F3
Price$75.08
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets140.8B
Hartford Climate Opportunities R5
Price$17.86
Change-$0.07 (-0.39%)
VolumeN/A
Net Assets121.7M
FWGIX vs HEOTX Comparison Chart in %
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FWGIX vs. HEOTX commentary
Sep 17, 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 FWGIX is a StrongBuy and HEOTX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 141B vs. HEOTX (122M). FWGIX pays higher dividends than HEOTX: FWGIX (1.73) vs HEOTX (0.62). FWGIX was incepted earlier than HEOTX: FWGIX (9 years) vs HEOTX (10 years). HEOTX (0.89) is less costly to investors than FWGIX (0.41). HEOTX is a more actively managed with annual turnover of: 75.00 vs. FWGIX (27.00). HEOTX has a lower initial minimum investment than FWGIX: HEOTX (0) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 14.09 vs. HEOTX (8.58). FWGIX return over 5 years is better than : 54.00 vs. HEOTX (44.47).
| FWGIX | HEOTX | FWGIX / HEOTX | |
| Total Expense Ratio | 0.41 | 0.81 | 51% |
| Annual Report Gross Expense Ratio | 0.41 | 0.89 | 46% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 19.783 | 14.715 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 122M | 115,574% |
| Annual Yield % from dividends | 1.73 | 0.62 | 281% |
| Returns for 1 year | 14.09 | 8.58 | 164% |
| Returns for 3 years | 61.06 | 36.02 | 170% |
| Returns for 5 years | 54.00 | 44.47 | 121% |
| Returns for 10 years | N/A | N/A | - |
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