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HEOTX vs WGIFX
HEOTX vs WGIFX Comparison
Open Charts HEOTX vs WGIFX
Hartford Climate Opportunities R5
Price$17.92
Change+$0.13 (+0.73%)
VolumeN/A
Net Assets120.9M
American Funds Capital World Gr&Inc F2
Price$74.61
Change+$0.32 (+0.43%)
VolumeN/A
Net Assets140.16B
HEOTX vs WGIFX Comparison Chart in %
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HEOTX vs. WGIFX commentary
Sep 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 HEOTX is a Hold and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 140B vs. HEOTX (121M). WGIFX pays higher dividends than HEOTX: WGIFX (1.64) vs HEOTX (0.62). HEOTX was incepted earlier than WGIFX: HEOTX (10 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: 75.00 vs. WGIFX (27.00). HEOTX has a lower initial minimum investment than WGIFX: HEOTX (0) vs WGIFX (250). WGIFX annual gain was more profitable for investors over the last year : 9.69 vs. HEOTX (4.68). WGIFX return over 5 years is better than : 56.59 vs. HEOTX (48.20).
| HEOTX | WGIFX | HEOTX / WGIFX | |
| Total Expense Ratio | 0.81 | 0.52 | 156% |
| Annual Report Gross Expense Ratio | 0.89 | 0.52 | 171% |
| Fund Existence | 10 years | 17 years | - |
| Gain YTD | 14.651 | 19.049 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 140B | 0% |
| Annual Yield % from dividends | 0.62 | 1.64 | 38% |
| Returns for 1 year | 4.68 | 9.69 | 48% |
| Returns for 3 years | 47.27 | 71.01 | 67% |
| Returns for 5 years | 48.20 | 56.59 | 85% |
| Returns for 10 years | N/A | 91.92 | - |
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