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HEOSX vs WGIFX
HEOSX vs WGIFX Comparison
Open Charts HEOSX vs WGIFX
Hartford Climate Opportunities R4
Price$18.45
Change-$0.32 (-1.70%)
VolumeN/A
Net Assets120.97M
American Funds Capital World Gr&Inc F2
Price$76.10
Change-$1.40 (-1.81%)
VolumeN/A
Net Assets144.09B
HEOSX vs WGIFX Comparison Chart in %
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HEOSX vs. WGIFX commentary
Nov 15, 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 Hold and WGIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 144B vs. HEOSX (121M). WGIFX pays higher dividends than HEOSX: WGIFX (1.56) vs HEOSX (0.33). HEOSX was incepted earlier than WGIFX: HEOSX (10 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: 75.00 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 : 13.75 vs. HEOSX (9.53). WGIFX return over 5 years is better than : 46.50 vs. HEOSX (32.44).
| HEOSX | WGIFX | HEOSX / WGIFX | |
| Total Expense Ratio | 1.11 | 0.52 | 213% |
| Annual Report Gross Expense Ratio | 1.21 | 0.52 | 233% |
| Fund Existence | 10 years | 17 years | - |
| Gain YTD | 16.772 | 21.426 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 144B | 0% |
| Annual Yield % from dividends | 0.33 | 1.56 | 21% |
| Returns for 1 year | 9.53 | 13.75 | 69% |
| Returns for 3 years | 32.96 | 55.23 | 60% |
| Returns for 5 years | 32.44 | 46.50 | 70% |
| Returns for 10 years | N/A | 82.22 | - |
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