Interact to see
Advertisement
Advertisement
HEONX vs WGIFX
HEONX vs WGIFX Comparison
Open Charts HEONX vs WGIFX
Hartford Climate Opportunities C
Price$16.72
Change-$0.23 (-1.36%)
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
HEONX vs WGIFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HEONX vs. WGIFX commentary
Jun 15, 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 HEONX is a Buy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 131B vs. HEONX (121M). WGIFX pays higher dividends than HEONX: WGIFX (1.75) vs HEONX (0.00). HEONX was incepted earlier than WGIFX: HEONX (9 years) vs WGIFX (17 years). HEONX (1.96) is less costly to investors than WGIFX (0.52). HEONX is a more actively managed with annual turnover of: 108.00 vs. WGIFX (27.00). WGIFX has a lower initial minimum investment than HEONX: WGIFX (250) vs HEONX (2000). WGIFX annual gain was more profitable for investors over the last year : 6.58 vs. HEONX (3.15). HEONX return over 5 years is better than : 55.97 vs. WGIFX (52.99).
| HEONX | WGIFX | HEONX / WGIFX | |
| Total Expense Ratio | 1.94 | 0.52 | 373% |
| Annual Report Gross Expense Ratio | 1.96 | 0.52 | 377% |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | 7.179 | 9.129 | 79% |
| Front Load | N/A | 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 | 0.00 | 1.75 | - |
| Returns for 1 year | 3.15 | 6.58 | 48% |
| Returns for 3 years | 28.81 | 44.89 | 64% |
| Returns for 5 years | 55.97 | 52.99 | 106% |
| Returns for 10 years | N/A | 53.21 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement