HEOFX
Price
$18.62
Change
+$0.08 (+0.43%)
Updated
Sep 8 closing price
Net Assets
121.53M
WGIFX
Price
$73.49
Change
+$0.67 (+0.92%)
Updated
Sep 8 closing price
Net Assets
137.57B
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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$18.62
Change+$0.08 (+0.43%)
VolumeN/A
Net Assets121.53M
American Funds Capital World Gr&Inc F2
Price$73.49
Change+$0.67 (+0.92%)
VolumeN/A
Net Assets137.57B
HEOFX vs WGIFX Comparison Chart in %
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HEOFX vs. WGIFX commentary
Sep 09, 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: 138B vs. HEOFX (122M). WGIFX pays higher dividends than HEOFX: WGIFX (1.64) vs HEOFX (0.70). HEOFX was incepted earlier than WGIFX: HEOFX (9 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: 75.00 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 : 15.88 vs. HEOFX (14.94). WGIFX return over 5 years is better than : 49.77 vs. HEOFX (46.62).
HEOFXWGIFXHEOFX / WGIFX
Total Expense Ratio0.690.52133%
Annual Report Gross Expense Ratio0.790.52152%
Fund Existence9 years17 years-
Gain YTD15.00916.89189%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets122M138B0%
Annual Yield % from dividends0.701.6443%
Returns for 1 year14.9415.8894%
Returns for 3 years30.9050.3661%
Returns for 5 years46.6249.7794%
Returns for 10 yearsN/A77.83-
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