Interact to see
Advertisement
Advertisement
HEOSX vs WGIFX
HEOSX vs WGIFX Comparison
Open Charts HEOSX vs WGIFX
Hartford Climate Opportunities R4
Price$18.69
Change+$0.18 (+0.97%)
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
HEOSX vs WGIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HEOSX vs. WGIFX commentary
Feb 05, 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 HEOSX is a Hold and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 142B vs. HEOSX (126M). WGIFX pays higher dividends than HEOSX: WGIFX (1.65) vs HEOSX (0.25). HEOSX was incepted earlier than WGIFX: HEOSX (10 years) vs WGIFX (18 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 : 16.51 vs. HEOSX (15.40). WGIFX return over 5 years is better than : 32.04 vs. HEOSX (16.99).
| HEOSX | WGIFX | HEOSX / WGIFX | |
| Total Expense Ratio | 1.11 | 0.52 | 213% |
| Annual Report Gross Expense Ratio | 1.21 | 0.52 | 233% |
| Fund Existence | 10 years | 18 years | - |
| Gain YTD | 5.713 | 4.946 | 115% |
| 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 | 0.25 | 1.65 | 15% |
| Returns for 1 year | 15.40 | 16.51 | 93% |
| Returns for 3 years | 26.34 | 44.27 | 59% |
| Returns for 5 years | 16.99 | 32.04 | 53% |
| Returns for 10 years | N/A | 102.12 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| MEXX | 35.53 | 4.08 | +12.97% |
| Direxion Dly MSCI Mexico Bull 3X ShsETF | |||
| SDOW | 29.84 | 0.32 | +1.08% |
| ProShares UltraPro Short Dow30 | |||
| SDY | 150.46 | 1.25 | +0.84% |
| State Street® SPDR® S&P® Dividend ETF | |||
| FLHY | 24.49 | -0.03 | -0.12% |
| Franklin High Yield Corporate ETF | |||
| FHDG | 34.22 | -0.12 | -0.34% |
| FT Vest U.S. Eq Qt Dyn Buffr ETF | |||