HEOSX
Price
$17.78
Change
+$0.15 (+0.85%)
Updated
Jul 3 closing price
Net Assets
124.15M
WGIFX
Price
$71.48
Change
+$0.46 (+0.65%)
Updated
Jul 3 closing price
Net Assets
135.98B
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HEOSX vs WGIFX

Header iconHEOSX vs WGIFX Comparison
Open Charts HEOSX vs WGIFXBanner chart's image
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.

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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).
HEOSXWGIFXHEOSX / WGIFX
Total Expense Ratio1.110.52213%
Annual Report Gross Expense Ratio1.210.52233%
Fund Existence9 years17 years-
Gain YTD12.53213.69492%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets124M136B0%
Annual Yield % from dividends0.351.6721%
Returns for 1 year10.259.60107%
Returns for 3 years37.7051.1374%
Returns for 5 years62.6554.28115%
Returns for 10 yearsN/A64.28-
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