Interact to see
Advertisement
Advertisement
HEOSX vs WGIFX
HEOSX vs WGIFX Comparison
Open Charts HEOSX vs WGIFX
Hartford Climate Opportunities R4
Price$17.96
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets122.31M
American Funds Capital World Gr&Inc F2
Price$71.84
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
HEOSX vs WGIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HEOSX vs. WGIFX commentary
Dec 27, 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 Hold.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 142B vs. HEOSX (122M). WGIFX pays higher dividends than HEOSX: WGIFX (1.55) 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 : 12.59 vs. HEOSX (11.64). WGIFX return over 5 years is better than : 32.43 vs. HEOSX (18.88).
| 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 | 13.671 | 14.629 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 142B | 0% |
| Annual Yield % from dividends | 0.33 | 1.55 | 21% |
| Returns for 1 year | 11.64 | 12.59 | 92% |
| Returns for 3 years | 31.86 | 47.17 | 68% |
| Returns for 5 years | 18.88 | 32.43 | 58% |
| Returns for 10 years | N/A | 75.18 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement