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HEOFX vs WGIFX
HEOFX vs WGIFX Comparison
Open Charts HEOFX vs WGIFX
Hartford Climate Opportunities F
Price$18.67
Change+$0.04 (+0.21%)
VolumeN/A
Net Assets123.91M
American Funds Capital World Gr&Inc F2
Price$72.70
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
HEOFX vs WGIFX Comparison Chart in %
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HEOFX vs. WGIFX commentary
Aug 19, 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 (124M). WGIFX pays higher dividends than HEOFX: WGIFX (1.67) vs HEOFX (0.71). 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 : 13.23 vs. WGIFX (11.69). WGIFX (48.82) and HEOFX (47.80) have equivalent 5 years return.
| 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 | 15.318 | 15.635 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 137B | 0% |
| Annual Yield % from dividends | 0.71 | 1.67 | 42% |
| Returns for 1 year | 13.23 | 11.69 | 113% |
| Returns for 3 years | 26.33 | 42.11 | 63% |
| Returns for 5 years | 47.80 | 48.82 | 98% |
| Returns for 10 years | N/A | 65.73 | - |