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HEOIX vs WGIFX
HEOIX vs WGIFX Comparison
Open Charts HEOIX vs WGIFX
Hartford Climate Opportunities I
Price$18.15
Change+$0.04 (+0.22%)
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
HEOIX vs WGIFX Comparison Chart in %
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HEOIX vs. WGIFX commentary
Aug 18, 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 (124M). WGIFX pays higher dividends than HEOIX: WGIFX (1.67) vs HEOIX (0.54). 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 : 12.94 vs. WGIFX (11.69). WGIFX return over 5 years is better than : 48.82 vs. HEOIX (46.26).
| 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 | 15.165 | 15.635 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 137B | 0% |
| Annual Yield % from dividends | 0.54 | 1.67 | 33% |
| Returns for 1 year | 12.94 | 11.69 | 111% |
| Returns for 3 years | 25.54 | 42.11 | 61% |
| Returns for 5 years | 46.26 | 48.82 | 95% |
| Returns for 10 years | N/A | 65.73 | - |
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