HEOFX
Price
$18.83
Change
+$0.13 (+0.70%)
Updated
Jul 25 closing price
Net Assets
125.84M
WGIFX
Price
$72.39
Change
+$0.03 (+0.04%)
Updated
Jul 25 closing price
Net Assets
137.34B
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HEOFX vs WGIFX

Header iconHEOFX vs WGIFX Comparison
Open Charts HEOFX vs WGIFXBanner chart's image
Hartford Climate Opportunities F
Price$18.83
Change+$0.13 (+0.70%)
VolumeN/A
Net Assets125.84M
American Funds Capital World Gr&Inc F2
Price$72.39
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.34B
HEOFX vs WGIFX Comparison Chart in %
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HEOFX vs. WGIFX commentary
Jul 27, 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.

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FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 137B vs. HEOFX (126M). WGIFX pays higher dividends than HEOFX: WGIFX (1.67) vs HEOFX (0.72). 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). HEOFX annual gain was more profitable for investors over the last year : 14.76 vs. WGIFX (14.04). HEOFX return over 5 years is better than : 57.22 vs. WGIFX (52.50).
HEOFXWGIFXHEOFX / WGIFX
Total Expense Ratio0.690.52133%
Annual Report Gross Expense Ratio0.790.52152%
Fund Existence8 years17 years-
Gain YTD16.30615.142108%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets126M137B0%
Annual Yield % from dividends0.721.6743%
Returns for 1 year14.7614.04105%
Returns for 3 years41.5651.9380%
Returns for 5 years57.2252.50109%
Returns for 10 yearsN/A64.50-
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