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HEOVX vs WGIFX
HEOVX vs WGIFX Comparison
Open Charts HEOVX vs WGIFX
Hartford Climate Opportunities R6
Price$17.59
Change+$0.16 (+0.92%)
VolumeN/A
Net Assets124.15M
American Funds Capital World Gr&Inc F2
Price$71.48
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
HEOVX vs WGIFX Comparison Chart in %
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HEOVX vs. WGIFX commentary
Jul 07, 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: 136B vs. HEOVX (124M). WGIFX pays higher dividends than HEOVX: WGIFX (1.67) vs HEOVX (0.75). 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 : 10.99 vs. WGIFX (9.60). HEOVX return over 5 years is better than : 65.15 vs. WGIFX (54.28).
| 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 | 13.119 | 13.694 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 136B | 0% |
| Annual Yield % from dividends | 0.75 | 1.67 | 45% |
| Returns for 1 year | 10.99 | 9.60 | 114% |
| Returns for 3 years | 39.52 | 51.13 | 77% |
| Returns for 5 years | 65.15 | 54.28 | 120% |
| Returns for 10 years | N/A | 64.28 | - |
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