FWGIX
Price
$64.66
Change
-$0.00 (-0.00%)
Updated
Apr 1, 6:59 PM EST
HEOTX
Price
$16.05
Change
-$0.00 (-0.00%)
Updated
Apr 1, 6:59 PM EST
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FWGIX vs HEOTX ᐉ Comparison: Which is Better to Invest?

Header iconFWGIX vs HEOTX Comparison
Open Charts FWGIX vs HEOTXBanner chart's image
American Funds Capital World Gr&Inc F3
Price$64.66
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Hartford Climate Opportunities R5
Price$16.05
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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FWGIX vs HEOTX Comparison Chart

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VS
FWGIX vs. HEOTX commentary
Apr 14, 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 Hold and HEOTX is a Hold.

FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 125B vs. HEOTX (139M). FWGIX pays higher dividends than HEOTX: FWGIX (1.99) vs HEOTX (0.71). FWGIX was incepted earlier than HEOTX: FWGIX (7 years) vs HEOTX (8 years). HEOTX (0.92) 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 : 21.22 vs. HEOTX (10.09). HEOTX return over 5 years is better than : 67.74 vs. FWGIX (42.57).
FWGIXHEOTXFWGIX / HEOTX
Total Expense Ratio0.410.8151%
Annual Report Gross Expense Ratio0.410.9245%
Fund Existence7 years8 years-
Gain YTD8.0506.715120%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets125B139M89,928%
Annual Yield % from dividends1.990.71279%
Returns for 1 year21.2210.09210%
Returns for 3 years10.48-0.90-1,158%
Returns for 5 years42.5767.7463%
Returns for 10 yearsN/AN/A-
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