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HEOMX vs WGIFX
HEOMX vs WGIFX Comparison
Open Charts HEOMX vs WGIFX
Hartford Climate Opportunities A
Price$17.26
Change-$0.24 (-1.37%)
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
HEOMX vs WGIFX Comparison Chart
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HEOMX 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 HEOMX is a Buy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 131B vs. HEOMX (121M). WGIFX pays higher dividends than HEOMX: WGIFX (1.75) vs HEOMX (0.29). 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). WGIFX annual gain was more profitable for investors over the last year : 6.58 vs. HEOMX (2.87). HEOMX return over 5 years is better than : 62.10 vs. WGIFX (52.99).
| 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 | 7.539 | 9.129 | 83% |
| Front Load | 6% | 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 | 0.29 | 1.75 | 16% |
| Returns for 1 year | 2.87 | 6.58 | 44% |
| Returns for 3 years | 31.81 | 44.89 | 71% |
| Returns for 5 years | 62.10 | 52.99 | 117% |
| Returns for 10 years | N/A | 53.21 | - |
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