HEORX
Price
$17.82
Change
+$0.15 (+0.85%)
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
Interact to see
Advertisement

HEORX vs WGIFX

Header iconHEORX vs WGIFX Comparison
Open Charts HEORX vs WGIFXBanner chart's image
Hartford Climate Opportunities R3
Price$17.82
Change+$0.15 (+0.85%)
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
HEORX vs WGIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
HEORX 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 HEORX is a Buy and WGIFX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 136B vs. HEORX (124M). WGIFX pays higher dividends than HEORX: WGIFX (1.67) vs HEORX (0.08). HEORX was incepted earlier than WGIFX: HEORX (9 years) vs WGIFX (17 years). HEORX (1.51) is less costly to investors than WGIFX (0.52). HEORX is a more actively managed with annual turnover of: 108.00 vs. WGIFX (27.00). HEORX has a lower initial minimum investment than WGIFX: HEORX (0) vs WGIFX (250). HEORX annual gain was more profitable for investors over the last year : 10.16 vs. WGIFX (9.60). HEORX return over 5 years is better than : 61.17 vs. WGIFX (54.28).
HEORXWGIFXHEORX / WGIFX
Total Expense Ratio1.410.52271%
Annual Report Gross Expense Ratio1.510.52290%
Fund Existence9 years17 years-
Gain YTD12.64213.69492%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets124M136B0%
Annual Yield % from dividends0.081.675%
Returns for 1 year10.169.60106%
Returns for 3 years36.5451.1371%
Returns for 5 years61.1754.28113%
Returns for 10 yearsN/A64.28-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
FMCVX25.760.17
+0.66%
Franklin Mutual Small-Mid Cap Val R6
FVLAX20.530.09
+0.44%
Fidelity Advisor Value Leaders A
CSJIX68.170.12
+0.18%
Cohen & Steers Realty Shares I
DCUIX14.210.02
+0.14%
DWS CROCI US Inst
TSORX15.28-0.02
-0.13%
Nuveen International Res Eq A