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HEOIX vs WGIFX
HEOIX vs WGIFX Comparison
Open Charts HEOIX vs WGIFX
Hartford Climate Opportunities I
Price$17.96
Change+$0.16 (+0.90%)
VolumeN/A
Net Assets121.53M
American Funds Capital World Gr&Inc F2
Price$72.82
Change+$0.53 (+0.73%)
VolumeN/A
Net Assets137.57B
HEOIX vs WGIFX Comparison Chart in %
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HEOIX vs. WGIFX commentary
Sep 08, 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 HEOIX is a Buy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 138B vs. HEOIX (122M). WGIFX pays higher dividends than HEOIX: WGIFX (1.64) vs HEOIX (0.54). HEOIX was incepted earlier than WGIFX: HEOIX (10 years) vs WGIFX (17 years). HEOIX (0.91) is less costly to investors than WGIFX (0.52). HEOIX is a more actively managed with annual turnover of: 75.00 vs. WGIFX (27.00). WGIFX has a lower initial minimum investment than HEOIX: WGIFX (250) vs HEOIX (2000). WGIFX annual gain was more profitable for investors over the last year : 13.44 vs. HEOIX (11.85). WGIFX return over 5 years is better than : 48.42 vs. HEOIX (45.33).
| HEOIX | WGIFX | HEOIX / WGIFX | |
| Total Expense Ratio | 0.89 | 0.52 | 171% |
| Annual Report Gross Expense Ratio | 0.91 | 0.52 | 175% |
| Fund Existence | 10 years | 17 years | - |
| Gain YTD | 14.340 | 16.367 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 138B | 0% |
| Annual Yield % from dividends | 0.54 | 1.64 | 33% |
| Returns for 1 year | 11.85 | 13.44 | 88% |
| Returns for 3 years | 35.34 | 55.06 | 64% |
| Returns for 5 years | 45.33 | 48.42 | 94% |
| Returns for 10 years | N/A | 77.16 | - |
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