Interact to see
Advertisement
Advertisement
HEOVX vs WGIFX
HEOVX vs WGIFX Comparison
Open Charts HEOVX vs WGIFX
Hartford Climate Opportunities R6
Price$17.93
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets123.91M
American Funds Capital World Gr&Inc F2
Price$72.70
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
HEOVX vs WGIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HEOVX vs. WGIFX commentary
Aug 18, 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: 137B vs. HEOVX (124M). WGIFX pays higher dividends than HEOVX: WGIFX (1.67) vs HEOVX (0.73). HEOVX was incepted earlier than WGIFX: HEOVX (9 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: 108.00 vs. WGIFX (27.00). HEOVX has a lower initial minimum investment than WGIFX: HEOVX (0) vs WGIFX (250). HEOVX annual gain was more profitable for investors over the last year : 13.14 vs. WGIFX (11.69). WGIFX (48.82) and HEOVX (47.32) have equivalent 5 years return.
| HEOVX | WGIFX | HEOVX / WGIFX | |
| Total Expense Ratio | 0.69 | 0.52 | 133% |
| Annual Report Gross Expense Ratio | 0.80 | 0.52 | 154% |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | 15.305 | 15.635 | 98% |
| 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 | 0.73 | 1.67 | 44% |
| Returns for 1 year | 13.14 | 11.69 | 112% |
| Returns for 3 years | 26.19 | 42.11 | 62% |
| Returns for 5 years | 47.32 | 48.82 | 97% |
| Returns for 10 years | N/A | 65.73 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement