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HEOVX vs WGIFX
HEOVX vs WGIFX Comparison
Open Charts HEOVX vs WGIFX
Hartford Climate Opportunities R6
Price$16.76
Change-$0.23 (-1.35%)
VolumeN/A
Net Assets120.76M
American Funds Capital World Gr&Inc F2
Price$68.61
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets131.04B
HEOVX vs WGIFX Comparison Chart
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HEOVX vs. WGIFX commentary
Jun 16, 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: 131B vs. HEOVX (121M). WGIFX pays higher dividends than HEOVX: WGIFX (1.75) vs HEOVX (0.78). 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). WGIFX annual gain was more profitable for investors over the last year : 6.58 vs. HEOVX (3.30). HEOVX return over 5 years is better than : 64.96 vs. WGIFX (52.99).
| 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 | 7.781 | 9.129 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 131B | 0% |
| Annual Yield % from dividends | 0.78 | 1.75 | 44% |
| Returns for 1 year | 3.30 | 6.58 | 50% |
| Returns for 3 years | 33.66 | 44.89 | 75% |
| Returns for 5 years | 64.96 | 52.99 | 123% |
| Returns for 10 years | N/A | 53.21 | - |
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