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CWGCX vs HEOFX
CWGCX vs HEOFX Comparison
Open Charts CWGCX vs HEOFX
American Funds Capital World Gr&Inc C
Price$73.92
Change-$1.14 (-1.52%)
VolumeN/A
Net Assets142.37B
Hartford Climate Opportunities F
Price$19.24
Change+$0.15 (+0.79%)
VolumeN/A
Net Assets126.04M
CWGCX vs HEOFX Comparison Chart in %
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CWGCX vs. HEOFX commentary
Feb 05, 2026
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 Buy and HEOFX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 142B vs. HEOFX (126M). CWGCX pays higher dividends than HEOFX: CWGCX (0.84) vs HEOFX (0.63). 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 : 16.42 vs. CWGCX (15.29). CWGCX return over 5 years is better than : 26.77 vs. HEOFX (19.81).
| 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 | 4.866 | 5.714 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 126M | 112,698% |
| Annual Yield % from dividends | 0.84 | 0.63 | 133% |
| Returns for 1 year | 15.29 | 16.42 | 93% |
| Returns for 3 years | 39.90 | 28.39 | 141% |
| Returns for 5 years | 26.77 | 19.81 | 135% |
| Returns for 10 years | 93.96 | N/A | - |
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