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HEORX vs WGIFX
HEORX vs WGIFX Comparison
Open Charts HEORX vs WGIFX
Hartford Climate Opportunities R3
Price$18.80
Change+$0.05 (+0.27%)
VolumeN/A
Net Assets122.62M
American Funds Capital World Gr&Inc F2
Price$77.26
Change+$0.54 (+0.70%)
VolumeN/A
Net Assets142.32B
HEORX vs WGIFX Comparison Chart in %
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HEORX vs. WGIFX commentary
Dec 05, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 142B vs. HEORX (123M). WGIFX pays higher dividends than HEORX: WGIFX (1.55) 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 : 13.31 vs. HEORX (8.95). WGIFX return over 5 years is better than : 42.72 vs. HEORX (27.04).
| 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 | 18.837 | 23.277 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123M | 142B | 0% |
| Annual Yield % from dividends | 0.07 | 1.55 | 5% |
| Returns for 1 year | 8.95 | 13.31 | 67% |
| Returns for 3 years | 29.83 | 51.76 | 58% |
| Returns for 5 years | 27.04 | 42.72 | 63% |
| Returns for 10 years | N/A | 82.92 | - |
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