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CWGFX vs HEOFX
CWGFX vs HEOFX Comparison
Open Charts CWGFX vs HEOFX
American Funds Capital World Gr&Inc F1
Price$75.99
Change-$1.40 (-1.81%)
VolumeN/A
Net Assets144.09B
Hartford Climate Opportunities F
Price$19.04
Change-$0.33 (-1.70%)
VolumeN/A
Net Assets120.97M
CWGFX vs HEOFX Comparison Chart in %
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CWGFX vs. HEOFX commentary
Nov 14, 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 CWGFX is a StrongBuy and HEOFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 144B vs. HEOFX (121M). CWGFX pays higher dividends than HEOFX: CWGFX (1.32) vs HEOFX (0.67). CWGFX was incepted earlier than HEOFX: CWGFX (25 years) vs HEOFX (9 years). CWGFX (0.80) and HEOFX (0.79) have similar cost to investors . HEOFX is a more actively managed with annual turnover of: 75.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than HEOFX: CWGFX (250) vs HEOFX (1000000). CWGFX annual gain was more profitable for investors over the last year : 13.43 vs. HEOFX (10.43). CWGFX return over 5 years is better than : 44.93 vs. HEOFX (35.07).
| CWGFX | HEOFX | CWGFX / HEOFX | |
| Total Expense Ratio | 0.80 | 0.69 | 116% |
| Annual Report Gross Expense Ratio | 0.80 | 0.79 | 101% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 21.141 | 17.603 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 121M | 119,008% |
| Annual Yield % from dividends | 1.32 | 0.67 | 198% |
| Returns for 1 year | 13.43 | 10.43 | 129% |
| Returns for 3 years | 54.01 | 34.96 | 155% |
| Returns for 5 years | 44.93 | 35.07 | 128% |
| Returns for 10 years | 80.29 | N/A | - |
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