Interact to see
Advertisement
Advertisement
HEOIX vs WGIFX
HEOIX vs WGIFX Comparison
Open Charts HEOIX vs WGIFX
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 %
Loading...
View a ticker or compare two or three
VS
VS
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.
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).
| HEOIX | WGIFX | HEOIX / WGIFX | |
| Total Expense Ratio | 0.89 | 0.52 | 171% |
| Annual Report Gross Expense Ratio | 0.91 | 0.52 | 175% |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | 12.944 | 13.694 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 136B | 0% |
| Annual Yield % from dividends | 0.56 | 1.67 | 33% |
| Returns for 1 year | 10.76 | 9.60 | 112% |
| Returns for 3 years | 38.68 | 51.13 | 76% |
| Returns for 5 years | 63.97 | 54.28 | 118% |
| Returns for 10 years | N/A | 64.28 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement