HEOIX
Price
$18.31
Change
+$0.13 (+0.72%)
Updated
Jul 25 closing price
Net Assets
125.84M
WGIFX
Price
$72.39
Change
+$0.03 (+0.04%)
Updated
Jul 25 closing price
Net Assets
137.34B
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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$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.

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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).
HEOIXWGIFXHEOIX / WGIFX
Total Expense Ratio0.890.52171%
Annual Report Gross Expense Ratio0.910.52175%
Fund Existence9 years17 years-
Gain YTD16.18015.142107%
Front LoadN/AN/A-
Min. Initial Investment2000250800%
Min. Initial Investment IRAN/AN/A-
Net Assets126M137B0%
Annual Yield % from dividends0.561.6733%
Returns for 1 year14.5014.04103%
Returns for 3 years40.7251.9378%
Returns for 5 years55.7152.50106%
Returns for 10 yearsN/A64.50-
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