Interact to see
Advertisement
Advertisement
HEOIX vs WGIFX
HEOIX vs WGIFX Comparison
Open Charts HEOIX vs WGIFX
Hartford Climate Opportunities I
Price$16.97
Change-$0.23 (-1.34%)
VolumeN/A
Net Assets120.76M
American Funds Capital World Gr&Inc F2
Price$68.61
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets131.04B
HEOIX vs WGIFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HEOIX vs. WGIFX commentary
Jun 16, 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: 131B vs. HEOIX (121M). WGIFX pays higher dividends than HEOIX: WGIFX (1.75) vs HEOIX (0.58). 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). WGIFX annual gain was more profitable for investors over the last year : 6.58 vs. HEOIX (3.11). HEOIX return over 5 years is better than : 63.95 vs. WGIFX (52.99).
| 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 | 7.678 | 9.129 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 131B | 0% |
| Annual Yield % from dividends | 0.58 | 1.75 | 33% |
| Returns for 1 year | 3.11 | 6.58 | 47% |
| Returns for 3 years | 32.92 | 44.89 | 73% |
| Returns for 5 years | 63.95 | 52.99 | 121% |
| Returns for 10 years | N/A | 53.21 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement