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HEOIX vs WGIFX
HEOIX vs WGIFX Comparison
Open Charts HEOIX vs WGIFX
Hartford Climate Opportunities I
Price$18.31
Change+$0.13 (+0.72%)
VolumeN/A
Net Assets125.84M
American Funds Capital World Gr&Inc F2
Price$72.39
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.34B
HEOIX vs WGIFX Comparison Chart in %
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HEOIX vs. WGIFX commentary
Jul 27, 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: 137B vs. HEOIX (126M). 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 (14.50) and WGIFX (14.04) have marching annual gain over last year. HEOIX return over 5 years is better than : 55.71 vs. WGIFX (52.50).
| 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 | 16.180 | 15.142 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 137B | 0% |
| Annual Yield % from dividends | 0.56 | 1.67 | 33% |
| Returns for 1 year | 14.50 | 14.04 | 103% |
| Returns for 3 years | 40.72 | 51.93 | 78% |
| Returns for 5 years | 55.71 | 52.50 | 106% |
| Returns for 10 years | N/A | 64.50 | - |
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