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HEOVX vs WGIFX
HEOVX vs WGIFX Comparison
Open Charts HEOVX vs WGIFX
Hartford Climate Opportunities R6
Price$17.89
Change+$0.14 (+0.79%)
VolumeN/A
Net Assets122.1M
American Funds Capital World Gr&Inc F2
Price$73.49
Change+$0.67 (+0.92%)
VolumeN/A
Net Assets137.57B
HEOVX vs WGIFX Comparison Chart in %
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HEOVX vs. WGIFX commentary
Sep 09, 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 HEOVX is a Buy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 138B vs. HEOVX (122M). WGIFX pays higher dividends than HEOVX: WGIFX (1.64) vs HEOVX (0.73). HEOVX was incepted earlier than WGIFX: HEOVX (10 years) vs WGIFX (17 years). HEOVX (0.80) is less costly to investors than WGIFX (0.52). HEOVX is a more actively managed with annual turnover of: 75.00 vs. WGIFX (27.00). HEOVX has a lower initial minimum investment than WGIFX: HEOVX (0) vs WGIFX (250). WGIFX annual gain was more profitable for investors over the last year : 15.88 vs. HEOVX (14.90). WGIFX return over 5 years is better than : 49.77 vs. HEOVX (46.18).
| HEOVX | WGIFX | HEOVX / WGIFX | |
| Total Expense Ratio | 0.69 | 0.52 | 133% |
| Annual Report Gross Expense Ratio | 0.80 | 0.52 | 154% |
| Fund Existence | 10 years | 17 years | - |
| Gain YTD | 15.048 | 16.891 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 138B | 0% |
| Annual Yield % from dividends | 0.73 | 1.64 | 44% |
| Returns for 1 year | 14.90 | 15.88 | 94% |
| Returns for 3 years | 30.73 | 50.36 | 61% |
| Returns for 5 years | 46.18 | 49.77 | 93% |
| Returns for 10 years | N/A | 77.83 | - |
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