HEONX
Price
$17.53
Change
+$0.15 (+0.86%)
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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HEONX vs WGIFX

Header iconHEONX vs WGIFX Comparison
Open Charts HEONX vs WGIFXBanner chart's image
Hartford Climate Opportunities C
Price$17.53
Change+$0.15 (+0.86%)
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
HEONX vs WGIFX Comparison Chart in %
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HEONX vs. WGIFX commentary
Jul 06, 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.

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FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 136B vs. HEONX (124M). WGIFX pays higher dividends than HEONX: WGIFX (1.67) 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 (9.60) and HEONX (9.56) have marching annual gain over last year. HEONX (56.10) and WGIFX (54.28) have equivalent 5 years return.
HEONXWGIFXHEONX / WGIFX
Total Expense Ratio1.940.52373%
Annual Report Gross Expense Ratio1.960.52377%
Fund Existence9 years17 years-
Gain YTD12.37213.69490%
Front LoadN/AN/A-
Min. Initial Investment2000250800%
Min. Initial Investment IRAN/AN/A-
Net Assets124M136B0%
Annual Yield % from dividends0.001.67-
Returns for 1 year9.569.60100%
Returns for 3 years34.4351.1367%
Returns for 5 years56.1054.28103%
Returns for 10 yearsN/A64.28-
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