CGW vs HCOM

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Quick Verdict

CGW delivered stronger 1-year returns. CGW offers more diversification with 77 holdings.

Side-by-Side Comparison

MetricCGWHCOM
Fund FamilyInvesco (US)Hartford Funds
Expense Ratio0.59%0.59%
AUM$1.0B$9M
Dividend Yield1.45%10.95%
Holdings Count7755
Inception Date2007-05-142021-09-14
Investment StyleMid Cap BlendCommodities
1-Month Return+4.39%-1.05%
YTD Return+7.98%+4.57%
1-Year Return+23.15%+2.31%
3-Year Return+12.85%-5.19%
5-Year Return+8.95%-
10-Year Return+11.62%-
Buy Score8160
Momentum Score8355
Value Score5265

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
0
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, CGW or HCOM?

CGW has an expense ratio of 0.59% while HCOM charges 0.59%. They charge the same expense ratio.

Do CGW and HCOM hold the same stocks?

CGW and HCOM share 0 common holdings with a 0.0% weight overlap. They hold 0 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, CGW or HCOM?

Over the past year, CGW returned +23.15% while HCOM returned +2.31%. CGW outperformed over this period. Past performance does not guarantee future results.