HEOMX
Price
$18.62
Change
+$0.13 (+0.70%)
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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HEOMX vs WGIFX

Header iconHEOMX vs WGIFX Comparison
Open Charts HEOMX vs WGIFXBanner chart's image
Hartford Climate Opportunities A
Price$18.62
Change+$0.13 (+0.70%)
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
HEOMX vs WGIFX Comparison Chart in %
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HEOMX vs. WGIFX commentary
Jul 28, 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.

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FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 137B vs. HEOMX (126M). 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 (14.16) and WGIFX (14.04) have marching annual gain over last year. HEOMX (53.96) and WGIFX (52.50) have equivalent 5 years return.
HEOMXWGIFXHEOMX / WGIFX
Total Expense Ratio1.170.52225%
Annual Report Gross Expense Ratio1.170.52225%
Fund Existence9 years17 years-
Gain YTD16.01215.142106%
Front Load6%N/A-
Min. Initial Investment2000250800%
Min. Initial Investment IRAN/AN/A-
Net Assets126M137B0%
Annual Yield % from dividends0.281.6716%
Returns for 1 year14.1614.04101%
Returns for 3 years39.4651.9376%
Returns for 5 years53.9652.50103%
Returns for 10 yearsN/A64.50-
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