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HEOSX vs WGIFX
HEOSX vs WGIFX Comparison
Open Charts HEOSX vs WGIFX
Hartford Climate Opportunities R4
Price$17.78
Change+$0.15 (+0.85%)
VolumeN/A
Net Assets124.15M
American Funds Capital World Gr&Inc F2
Price$71.48
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
HEOSX vs WGIFX Comparison Chart in %
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HEOSX vs. WGIFX commentary
Jul 07, 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: 136B vs. HEOSX (124M). WGIFX pays higher dividends than HEOSX: WGIFX (1.67) vs HEOSX (0.35). 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). HEOSX annual gain was more profitable for investors over the last year : 10.25 vs. WGIFX (9.60). HEOSX return over 5 years is better than : 62.65 vs. WGIFX (54.28).
| 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 | 12.532 | 13.694 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 136B | 0% |
| Annual Yield % from dividends | 0.35 | 1.67 | 21% |
| Returns for 1 year | 10.25 | 9.60 | 107% |
| Returns for 3 years | 37.70 | 51.13 | 74% |
| Returns for 5 years | 62.65 | 54.28 | 115% |
| Returns for 10 years | N/A | 64.28 | - |
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