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FWGIX vs HEOTX
FWGIX vs HEOTX Comparison
Open Charts FWGIX vs HEOTX
American Funds Capital World Gr&Inc F3
Price$69.13
Change+$0.24 (+0.35%)
VolumeN/A
CapitalizationN/A
Hartford Climate Opportunities R5
Price$17.11
Change-$0.01 (-0.06%)
VolumeN/A
CapitalizationN/A
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FWGIX vs HEOTX Comparison Chart
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FWGIX vs. HEOTX commentary
Oct 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 StrongBuy and HEOTX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 129B vs. HEOTX (139M). 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). FWGIX (26.33) and HEOTX (26.10) have marching annual gain over last year. HEOTX return over 5 years is better than : 67.64 vs. FWGIX (49.03).
| 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 | 16.268 | 13.830 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 139M | 92,806% |
| Annual Yield % from dividends | 1.99 | 0.71 | 279% |
| Returns for 1 year | 26.33 | 26.10 | 101% |
| Returns for 3 years | 9.69 | 0.90 | 1,077% |
| Returns for 5 years | 49.03 | 67.64 | 72% |
| Returns for 10 years | N/A | N/A | - |
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