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HEOFX vs WGIFX
HEOFX vs WGIFX Comparison
Open Charts HEOFX vs WGIFX
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.
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).
| 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 | 16.306 | 15.142 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 137B | 0% |
| Annual Yield % from dividends | 0.72 | 1.67 | 43% |
| Returns for 1 year | 14.76 | 14.04 | 105% |
| Returns for 3 years | 41.56 | 51.93 | 80% |
| Returns for 5 years | 57.22 | 52.50 | 109% |
| Returns for 10 years | N/A | 64.50 | - |
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