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CWGFX vs HEOFX
CWGFX vs HEOFX Comparison
Open Charts CWGFX vs HEOFX
American Funds Capital World Gr&Inc F1
Price$74.79
Change-$1.05 (-1.38%)
VolumeN/A
Net Assets142.37B
Hartford Climate Opportunities F
Price$19.24
Change+$0.15 (+0.79%)
VolumeN/A
Net Assets126.04M
CWGFX vs HEOFX Comparison Chart in %
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CWGFX 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 CWGFX is a Buy and HEOFX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. HEOFX (126M). CWGFX pays higher dividends than HEOFX: CWGFX (1.41) vs HEOFX (0.63). 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). HEOFX (16.42) and CWGFX (16.18) have marching annual gain over last year. CWGFX return over 5 years is better than : 30.54 vs. HEOFX (19.81).
| 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 | 4.924 | 5.714 | 86% |
| 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 | 1.41 | 0.63 | 224% |
| Returns for 1 year | 16.18 | 16.42 | 99% |
| Returns for 3 years | 43.02 | 28.39 | 152% |
| Returns for 5 years | 30.54 | 19.81 | 154% |
| Returns for 10 years | 99.82 | N/A | - |
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