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HEORX vs WGIFX
HEORX vs WGIFX Comparison
Open Charts HEORX vs WGIFX
Hartford Climate Opportunities R3
Price$18.75
Change+$0.20 (+1.08%)
VolumeN/A
Net Assets126.32M
American Funds Capital World Gr&Inc F2
Price$74.90
Change-$1.04 (-1.37%)
VolumeN/A
Net Assets142.37B
HEORX vs WGIFX Comparison Chart in %
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HEORX vs. WGIFX commentary
Feb 04, 2026
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 Hold and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 142B vs. HEORX (126M). WGIFX pays higher dividends than HEORX: WGIFX (1.65) vs HEORX (0.00). HEORX was incepted earlier than WGIFX: HEORX (10 years) vs WGIFX (18 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 : 16.51 vs. HEORX (15.38). WGIFX return over 5 years is better than : 32.04 vs. HEORX (15.55).
| 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 | 18 years | - |
| Gain YTD | 5.634 | 4.946 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 142B | 0% |
| Annual Yield % from dividends | 0.00 | 1.65 | - |
| Returns for 1 year | 15.38 | 16.51 | 93% |
| Returns for 3 years | 25.37 | 44.27 | 57% |
| Returns for 5 years | 15.55 | 32.04 | 49% |
| Returns for 10 years | N/A | 102.12 | - |
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