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HEOSX vs WGIFX
HEOSX vs WGIFX Comparison
Open Charts HEOSX vs WGIFX
Hartford Climate Opportunities R4
Price$16.97
Change-$0.24 (-1.39%)
VolumeN/A
Net Assets120.76M
American Funds Capital World Gr&Inc F2
Price$68.61
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets131.04B
HEOSX vs WGIFX Comparison Chart
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HEOSX vs. WGIFX commentary
Jun 16, 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 HEOSX is a Buy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 131B vs. HEOSX (121M). WGIFX pays higher dividends than HEOSX: WGIFX (1.75) vs HEOSX (0.37). HEOSX was incepted earlier than WGIFX: HEOSX (9 years) vs WGIFX (17 years). HEOSX (1.21) is less costly to investors than WGIFX (0.52). HEOSX is a more actively managed with annual turnover of: 108.00 vs. WGIFX (27.00). HEOSX has a lower initial minimum investment than WGIFX: HEOSX (0) vs WGIFX (250). WGIFX annual gain was more profitable for investors over the last year : 6.58 vs. HEOSX (2.82). HEOSX return over 5 years is better than : 62.84 vs. WGIFX (52.99).
| HEOSX | WGIFX | HEOSX / WGIFX | |
| Total Expense Ratio | 1.11 | 0.52 | 213% |
| Annual Report Gross Expense Ratio | 1.21 | 0.52 | 233% |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | 7.405 | 9.129 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 131B | 0% |
| Annual Yield % from dividends | 0.37 | 1.75 | 21% |
| Returns for 1 year | 2.82 | 6.58 | 43% |
| Returns for 3 years | 32.03 | 44.89 | 71% |
| Returns for 5 years | 62.84 | 52.99 | 119% |
| Returns for 10 years | N/A | 53.21 | - |
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