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FWGIX vs HEOTX
FWGIX vs HEOTX Comparison
Open Charts FWGIX vs HEOTX
American Funds Capital World Gr&Inc F3
Price$71.50
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets135.68B
Hartford Climate Opportunities R5
Price$17.56
Change-$0.05 (-0.28%)
VolumeN/A
Net Assets123.05M
FWGIX vs HEOTX Comparison Chart in %
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FWGIX vs. HEOTX commentary
Jul 15, 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 Buy and HEOTX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 136B vs. HEOTX (123M). FWGIX pays higher dividends than HEOTX: FWGIX (1.77) vs HEOTX (0.63). FWGIX was incepted earlier than HEOTX: FWGIX (8 years) vs HEOTX (9 years). HEOTX (0.89) is less costly to investors than FWGIX (0.41). HEOTX is a more actively managed with annual turnover of: 108.00 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 : 7.63 vs. HEOTX (6.77). HEOTX return over 5 years is better than : 54.01 vs. FWGIX (50.27).
| FWGIX | HEOTX | FWGIX / HEOTX | |
| Total Expense Ratio | 0.41 | 0.81 | 51% |
| Annual Report Gross Expense Ratio | 0.41 | 0.89 | 46% |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | 13.679 | 12.668 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 123M | 110,569% |
| Annual Yield % from dividends | 1.77 | 0.63 | 279% |
| Returns for 1 year | 7.63 | 6.77 | 113% |
| Returns for 3 years | 53.57 | 40.88 | 131% |
| Returns for 5 years | 50.27 | 54.01 | 93% |
| Returns for 10 years | N/A | N/A | - |
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