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HEOTX vs WGIFX
HEOTX vs WGIFX Comparison
Open Charts HEOTX vs WGIFX
Hartford Climate Opportunities R5
Price$18.09
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets124.31M
American Funds Capital World Gr&Inc F2
Price$72.26
Change-$0.42 (-0.58%)
VolumeN/A
Net Assets137.09B
HEOTX vs WGIFX Comparison Chart in %
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HEOTX vs. WGIFX commentary
Aug 20, 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 HEOTX is a Hold and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 137B vs. HEOTX (124M). WGIFX pays higher dividends than HEOTX: WGIFX (1.67) vs HEOTX (0.62). HEOTX was incepted earlier than WGIFX: HEOTX (9 years) vs WGIFX (17 years). HEOTX (0.89) is less costly to investors than WGIFX (0.52). HEOTX is a more actively managed with annual turnover of: 108.00 vs. WGIFX (27.00). HEOTX has a lower initial minimum investment than WGIFX: HEOTX (0) vs WGIFX (250). HEOTX annual gain was more profitable for investors over the last year : 12.32 vs. WGIFX (9.72). WGIFX (47.69) and HEOTX (47.25) have equivalent 5 years return.
| HEOTX | WGIFX | HEOTX / WGIFX | |
| Total Expense Ratio | 0.81 | 0.52 | 156% |
| Annual Report Gross Expense Ratio | 0.89 | 0.52 | 171% |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | 15.739 | 14.935 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 137B | 0% |
| Annual Yield % from dividends | 0.62 | 1.67 | 37% |
| Returns for 1 year | 12.32 | 9.72 | 127% |
| Returns for 3 years | 28.77 | 44.01 | 65% |
| Returns for 5 years | 47.25 | 47.69 | 99% |
| Returns for 10 years | N/A | 73.72 | - |
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