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CWGCX vs HEOFX
CWGCX vs HEOFX Comparison
Open Charts CWGCX vs HEOFX
American Funds Capital World Gr&Inc C
Price$70.97
Change+$0.07 (+0.10%)
VolumeN/A
Net Assets142.32B
Hartford Climate Opportunities F
Price$18.55
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets122.31M
CWGCX vs HEOFX Comparison Chart in %
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CWGCX vs. HEOFX commentary
Dec 27, 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 CWGCX is a Hold and HEOFX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 142B vs. HEOFX (122M). CWGCX pays higher dividends than HEOFX: CWGCX (0.75) vs HEOFX (0.67). CWGCX was incepted earlier than HEOFX: CWGCX (25 years) vs HEOFX (9 years). CWGCX (1.49) is less costly to investors than HEOFX (0.79). HEOFX is a more actively managed with annual turnover of: 75.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than HEOFX: CWGCX (250) vs HEOFX (1000000). HEOFX annual gain was more profitable for investors over the last year : 12.57 vs. CWGCX (11.58). CWGCX return over 5 years is better than : 27.30 vs. HEOFX (21.24).
| CWGCX | HEOFX | CWGCX / HEOFX | |
| Total Expense Ratio | 1.49 | 0.69 | 216% |
| Annual Report Gross Expense Ratio | 1.49 | 0.79 | 189% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 13.625 | 14.577 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 122M | 116,393% |
| Annual Yield % from dividends | 0.75 | 0.67 | 112% |
| Returns for 1 year | 11.58 | 12.57 | 92% |
| Returns for 3 years | 42.94 | 33.60 | 128% |
| Returns for 5 years | 27.30 | 21.24 | 129% |
| Returns for 10 years | 69.41 | N/A | - |
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