HEOIX
Price
$17.80
Change
+$0.15 (+0.85%)
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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HEOIX vs WGIFX

Header iconHEOIX vs WGIFX Comparison
Open Charts HEOIX vs WGIFXBanner chart's image
Hartford Climate Opportunities I
Price$17.80
Change+$0.15 (+0.85%)
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
HEOIX vs WGIFX Comparison Chart in %
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HEOIX 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 HEOIX is a Buy and WGIFX is a Buy.

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FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 136B vs. HEOIX (124M). WGIFX pays higher dividends than HEOIX: WGIFX (1.67) vs HEOIX (0.56). HEOIX was incepted earlier than WGIFX: HEOIX (9 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: 108.00 vs. WGIFX (27.00). WGIFX has a lower initial minimum investment than HEOIX: WGIFX (250) vs HEOIX (2000). HEOIX annual gain was more profitable for investors over the last year : 10.76 vs. WGIFX (9.60). HEOIX return over 5 years is better than : 63.97 vs. WGIFX (54.28).
HEOIXWGIFXHEOIX / WGIFX
Total Expense Ratio0.890.52171%
Annual Report Gross Expense Ratio0.910.52175%
Fund Existence9 years17 years-
Gain YTD12.94413.69495%
Front LoadN/AN/A-
Min. Initial Investment2000250800%
Min. Initial Investment IRAN/AN/A-
Net Assets124M136B0%
Annual Yield % from dividends0.561.6733%
Returns for 1 year10.769.60112%
Returns for 3 years38.6851.1376%
Returns for 5 years63.9754.28118%
Returns for 10 yearsN/A64.28-
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