Interact to see
Advertisement
Advertisement
CWGFX vs HEOFX
CWGFX vs HEOFX Comparison
Open Charts CWGFX vs HEOFX
American Funds Capital World Gr&Inc F1
Price$75.22
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
Hartford Climate Opportunities F
Price$19.03
Change-$0.06 (-0.31%)
VolumeN/A
Net Assets122.76M
CWGFX vs HEOFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. HEOFX commentary
Oct 19, 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 Hold and HEOFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 141B vs. HEOFX (123M). CWGFX pays higher dividends than HEOFX: CWGFX (1.35) vs HEOFX (0.69). 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 : 10.73 vs. HEOFX (8.25). CWGFX return over 5 years is better than : 50.48 vs. HEOFX (40.67).
| 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 | 19.913 | 17.542 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 123M | 114,634% |
| Annual Yield % from dividends | 1.35 | 0.69 | 196% |
| Returns for 1 year | 10.73 | 8.25 | 130% |
| Returns for 3 years | 66.79 | 48.94 | 136% |
| Returns for 5 years | 50.48 | 40.67 | 124% |
| Returns for 10 years | 76.92 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement