HEOFX
Price
$18.31
Change
+$0.16 (+0.88%)
Updated
Jul 3 closing price
Net Assets
124.15M
WGIFX
Price
$71.48
Change
+$0.46 (+0.65%)
Updated
Jul 3 closing price
Net Assets
135.98B
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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$18.31
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.

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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).
HEOFXWGIFXHEOFX / WGIFX
Total Expense Ratio0.690.52133%
Annual Report Gross Expense Ratio0.790.52152%
Fund Existence8 years17 years-
Gain YTD13.09413.69496%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets124M136B0%
Annual Yield % from dividends0.721.6743%
Returns for 1 year11.059.60115%
Returns for 3 years39.6951.1378%
Returns for 5 years65.6854.28121%
Returns for 10 yearsN/A64.28-
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