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HEOMX vs WGIFX
HEOMX vs WGIFX Comparison
Open Charts HEOMX vs WGIFX
Hartford Climate Opportunities A
Price$18.11
Change+$0.16 (+0.89%)
VolumeN/A
Net Assets124.15M
American Funds Capital World Gr&Inc F2
Price$71.48
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
HEOMX vs WGIFX Comparison Chart in %
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HEOMX vs. WGIFX commentary
Jul 07, 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: 136B vs. HEOMX (124M). WGIFX pays higher dividends than HEOMX: WGIFX (1.67) vs HEOMX (0.28). HEOMX was incepted earlier than WGIFX: HEOMX (9 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: 108.00 vs. WGIFX (27.00). WGIFX has a lower initial minimum investment than HEOMX: WGIFX (250) vs HEOMX (2000). HEOMX annual gain was more profitable for investors over the last year : 10.49 vs. WGIFX (9.60). HEOMX return over 5 years is better than : 62.28 vs. WGIFX (54.28).
| HEOMX | WGIFX | HEOMX / WGIFX | |
| Total Expense Ratio | 1.17 | 0.52 | 225% |
| Annual Report Gross Expense Ratio | 1.17 | 0.52 | 225% |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | 12.835 | 13.694 | 94% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 136B | 0% |
| Annual Yield % from dividends | 0.28 | 1.67 | 16% |
| Returns for 1 year | 10.49 | 9.60 | 109% |
| Returns for 3 years | 37.57 | 51.13 | 73% |
| Returns for 5 years | 62.28 | 54.28 | 115% |
| Returns for 10 years | N/A | 64.28 | - |
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