HEORX
Price
$18.32
Change
+$0.12 (+0.66%)
Updated
Jul 25 closing price
Net Assets
125.84M
WGIFX
Price
$72.39
Change
+$0.03 (+0.04%)
Updated
Jul 25 closing price
Net Assets
137.34B
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HEORX vs WGIFX

Header iconHEORX vs WGIFX Comparison
Open Charts HEORX vs WGIFXBanner chart's image
Hartford Climate Opportunities R3
Price$18.32
Change+$0.12 (+0.66%)
VolumeN/A
Net Assets125.84M
American Funds Capital World Gr&Inc F2
Price$72.39
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.34B
HEORX vs WGIFX Comparison Chart in %
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HEORX vs. WGIFX commentary
Jul 28, 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.

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FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 137B vs. HEORX (126M). 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). WGIFX (14.04) and HEORX (13.82) have marching annual gain over last year. HEORX (52.93) and WGIFX (52.50) have equivalent 5 years return.
HEORXWGIFXHEORX / WGIFX
Total Expense Ratio1.410.52271%
Annual Report Gross Expense Ratio1.510.52290%
Fund Existence9 years17 years-
Gain YTD15.80315.142104%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets126M137B0%
Annual Yield % from dividends0.081.675%
Returns for 1 year13.8214.0498%
Returns for 3 years38.3751.9374%
Returns for 5 years52.9352.50101%
Returns for 10 yearsN/A64.50-
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