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FWGIX vs HEOTX
FWGIX vs HEOTX Comparison
Open Charts FWGIX vs HEOTX
American Funds Capital World Gr&Inc F3
Price$67.21
Change-$0.72 (-1.06%)
VolumeN/A
CapitalizationN/A
Hartford Climate Opportunities R5
Price$16.56
Change-$0.15 (-0.90%)
VolumeN/A
CapitalizationN/A
FWGIX vs HEOTX Comparison Chart
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FWGIX vs. HEOTX commentary
Nov 18, 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 FWGIX is a Sell and HEOTX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 125B vs. HEOTX (132M). FWGIX pays higher dividends than HEOTX: FWGIX (1.99) vs HEOTX (0.71). FWGIX was incepted earlier than HEOTX: FWGIX (8 years) vs HEOTX (9 years). 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). HEOTX (19.79) and FWGIX (19.52) have marching annual gain over last year. HEOTX return over 5 years is better than : 56.78 vs. FWGIX (40.15).
| FWGIX | HEOTX | FWGIX / HEOTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | 13.433 | 10.106 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 132M | 94,697% |
| Annual Yield % from dividends | 1.99 | 0.71 | 279% |
| Returns for 1 year | 19.52 | 19.79 | 99% |
| Returns for 3 years | 3.95 | -5.34 | -74% |
| Returns for 5 years | 40.15 | 56.78 | 71% |
| Returns for 10 years | N/A | N/A | - |
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