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HEOMX vs WGIFX
HEOMX vs WGIFX Comparison
Open Charts HEOMX vs WGIFX
Hartford Climate Opportunities A
Price$18.32
Change+$0.06 (+0.33%)
VolumeN/A
Net Assets121.53M
American Funds Capital World Gr&Inc F2
Price$72.82
Change+$0.53 (+0.73%)
VolumeN/A
Net Assets137.57B
HEOMX vs WGIFX Comparison Chart in %
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HEOMX vs. WGIFX commentary
Sep 08, 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 HEOMX is a Buy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 138B vs. HEOMX (122M). WGIFX pays higher dividends than HEOMX: WGIFX (1.64) vs HEOMX (0.27). HEOMX was incepted earlier than WGIFX: HEOMX (10 years) vs WGIFX (17 years). HEOMX (1.17) is less costly to investors than WGIFX (0.52). HEOMX is a more actively managed with annual turnover of: 75.00 vs. WGIFX (27.00). WGIFX has a lower initial minimum investment than HEOMX: WGIFX (250) vs HEOMX (2000). WGIFX annual gain was more profitable for investors over the last year : 13.44 vs. HEOMX (11.57). WGIFX return over 5 years is better than : 48.42 vs. HEOMX (43.76).
| HEOMX | WGIFX | HEOMX / WGIFX | |
| Total Expense Ratio | 1.17 | 0.52 | 225% |
| Annual Report Gross Expense Ratio | 1.17 | 0.52 | 225% |
| Fund Existence | 10 years | 17 years | - |
| Gain YTD | 14.143 | 16.367 | 86% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 138B | 0% |
| Annual Yield % from dividends | 0.27 | 1.64 | 16% |
| Returns for 1 year | 11.57 | 13.44 | 86% |
| Returns for 3 years | 34.14 | 55.06 | 62% |
| Returns for 5 years | 43.76 | 48.42 | 90% |
| Returns for 10 years | N/A | 77.16 | - |
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