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HEORX vs WGIFX
HEORX vs WGIFX Comparison
Open Charts HEORX vs WGIFX
Hartford Climate Opportunities R3
Price$18.49
Change-$0.05 (-0.27%)
VolumeN/A
Net Assets123.12M
American Funds Capital World Gr&Inc F2
Price$75.32
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.97B
HEORX vs WGIFX Comparison Chart in %
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HEORX vs. WGIFX commentary
Oct 18, 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 Hold.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 141B vs. HEORX (123M). WGIFX pays higher dividends than HEORX: WGIFX (1.59) vs HEORX (0.07). HEORX was incepted earlier than WGIFX: HEORX (10 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: 75.00 vs. WGIFX (27.00). HEORX has a lower initial minimum investment than WGIFX: HEORX (0) vs WGIFX (250). WGIFX annual gain was more profitable for investors over the last year : 11.05 vs. HEORX (7.40). WGIFX return over 5 years is better than : 52.11 vs. HEORX (36.68).
| HEORX | WGIFX | HEORX / WGIFX | |
| Total Expense Ratio | 1.41 | 0.52 | 271% |
| Annual Report Gross Expense Ratio | 1.51 | 0.52 | 290% |
| Fund Existence | 10 years | 17 years | - |
| Gain YTD | 16.877 | 20.182 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123M | 141B | 0% |
| Annual Yield % from dividends | 0.07 | 1.59 | 5% |
| Returns for 1 year | 7.40 | 11.05 | 67% |
| Returns for 3 years | 45.77 | 68.14 | 67% |
| Returns for 5 years | 36.68 | 52.11 | 70% |
| Returns for 10 years | N/A | 78.84 | - |
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