HEOMX
Price
$18.11
Change
+$0.16 (+0.89%)
Updated
Jul 3 closing price
Net Assets
124.15M
WGIFX
Price
$71.48
Change
+$0.46 (+0.65%)
Updated
Jul 3 closing price
Net Assets
135.98B
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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$18.11
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.

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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).
HEOMXWGIFXHEOMX / WGIFX
Total Expense Ratio1.170.52225%
Annual Report Gross Expense Ratio1.170.52225%
Fund Existence9 years17 years-
Gain YTD12.83513.69494%
Front Load6%N/A-
Min. Initial Investment2000250800%
Min. Initial Investment IRAN/AN/A-
Net Assets124M136B0%
Annual Yield % from dividends0.281.6716%
Returns for 1 year10.499.60109%
Returns for 3 years37.5751.1373%
Returns for 5 years62.2854.28115%
Returns for 10 yearsN/A64.28-
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