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HEOFX vs WGIFX
HEOFX vs WGIFX Comparison
Open Charts HEOFX vs WGIFX
Hartford Climate Opportunities F
Price$17.45
Change-$0.24 (-1.36%)
VolumeN/A
Net Assets120.76M
American Funds Capital World Gr&Inc F2
Price$68.61
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets131.04B
HEOFX vs WGIFX Comparison Chart
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HEOFX vs. WGIFX commentary
Jun 16, 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 HEOFX is a Buy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 131B vs. HEOFX (121M). WGIFX pays higher dividends than HEOFX: WGIFX (1.75) vs HEOFX (0.75). HEOFX was incepted earlier than WGIFX: HEOFX (8 years) vs WGIFX (17 years). HEOFX (0.79) is less costly to investors than WGIFX (0.52). HEOFX is a more actively managed with annual turnover of: 108.00 vs. WGIFX (27.00). WGIFX has a lower initial minimum investment than HEOFX: WGIFX (250) vs HEOFX (1000000). WGIFX annual gain was more profitable for investors over the last year : 6.58 vs. HEOFX (3.41). HEOFX return over 5 years is better than : 65.54 vs. WGIFX (52.99).
| HEOFX | WGIFX | HEOFX / WGIFX | |
| Total Expense Ratio | 0.69 | 0.52 | 133% |
| Annual Report Gross Expense Ratio | 0.79 | 0.52 | 152% |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | 7.783 | 9.129 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 131B | 0% |
| Annual Yield % from dividends | 0.75 | 1.75 | 43% |
| Returns for 1 year | 3.41 | 6.58 | 52% |
| Returns for 3 years | 33.82 | 44.89 | 75% |
| Returns for 5 years | 65.54 | 52.99 | 124% |
| Returns for 10 years | N/A | 53.21 | - |
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