Interact to see
Advertisement
Advertisement
HEOSX vs WGIFX
HEOSX vs WGIFX Comparison
Open Charts HEOSX vs WGIFX
Hartford Climate Opportunities R4
Price$18.28
Change+$0.13 (+0.72%)
VolumeN/A
Net Assets125.84M
American Funds Capital World Gr&Inc F2
Price$72.39
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.34B
HEOSX vs WGIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HEOSX vs. WGIFX commentary
Jul 28, 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: 137B vs. HEOSX (126M). 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). WGIFX (14.04) and HEOSX (13.91) have marching annual gain over last year. HEOSX (54.35) and WGIFX (52.50) have equivalent 5 years return.
| 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 | 15.696 | 15.142 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 137B | 0% |
| Annual Yield % from dividends | 0.35 | 1.67 | 21% |
| Returns for 1 year | 13.91 | 14.04 | 99% |
| Returns for 3 years | 39.55 | 51.93 | 76% |
| Returns for 5 years | 54.35 | 52.50 | 104% |
| Returns for 10 years | N/A | 64.50 | - |
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 | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TASMX | 29.07 | 0.20 | +0.69% |
| Transamerica Small/Mid Cap Value R6 | |||
| BLYYX | 36.02 | 0.18 | +0.50% |
| American Beacon Man Lg Cp Growth Y | |||
| LKBLX | 53.75 | 0.24 | +0.45% |
| LK Balanced Institutional | |||
| NLSCX | 18.46 | 0.02 | +0.11% |
| Neuberger Berman Long Short C | |||
| WASYX | 23.64 | 0.01 | +0.04% |
| Macquarie Asset Strategy Fund Cl Y | |||