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HEOFX vs WGIFX
HEOFX vs WGIFX Comparison
Open Charts HEOFX vs WGIFX
Hartford Climate Opportunities F
Price$18.31
Change+$0.16 (+0.88%)
VolumeN/A
Net Assets124.15M
American Funds Capital World Gr&Inc F2
Price$71.48
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
HEOFX vs WGIFX Comparison Chart in %
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HEOFX vs. WGIFX commentary
Jul 07, 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: 136B vs. HEOFX (124M). 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 : 11.05 vs. WGIFX (9.60). HEOFX return over 5 years is better than : 65.68 vs. WGIFX (54.28).
| 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 | 13.094 | 13.694 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 136B | 0% |
| Annual Yield % from dividends | 0.72 | 1.67 | 43% |
| Returns for 1 year | 11.05 | 9.60 | 115% |
| Returns for 3 years | 39.69 | 51.13 | 78% |
| Returns for 5 years | 65.68 | 54.28 | 121% |
| Returns for 10 years | N/A | 64.28 | - |
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