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HEOYX vs WGIFX
HEOYX vs WGIFX Comparison
Open Charts HEOYX vs WGIFX
Hartford Climate Opportunities Y
Price$18.80
Change-$0.33 (-1.73%)
VolumeN/A
Net Assets120.97M
American Funds Capital World Gr&Inc F2
Price$76.10
Change-$1.40 (-1.81%)
VolumeN/A
Net Assets144.09B
HEOYX vs WGIFX Comparison Chart in %
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HEOYX vs. WGIFX commentary
Nov 14, 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 HEOYX is a Hold and WGIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 144B vs. HEOYX (121M). WGIFX pays higher dividends than HEOYX: WGIFX (1.56) vs HEOYX (0.59). HEOYX was incepted earlier than WGIFX: HEOYX (10 years) vs WGIFX (17 years). HEOYX (0.90) is less costly to investors than WGIFX (0.52). HEOYX is a more actively managed with annual turnover of: 75.00 vs. WGIFX (27.00). WGIFX has a lower initial minimum investment than HEOYX: WGIFX (250) vs HEOYX (250000). WGIFX annual gain was more profitable for investors over the last year : 15.32 vs. HEOYX (12.01). WGIFX return over 5 years is better than : 49.19 vs. HEOYX (36.68).
| HEOYX | WGIFX | HEOYX / WGIFX | |
| Total Expense Ratio | 0.79 | 0.52 | 152% |
| Annual Report Gross Expense Ratio | 0.90 | 0.52 | 173% |
| Fund Existence | 10 years | 17 years | - |
| Gain YTD | 19.562 | 23.660 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 144B | 0% |
| Annual Yield % from dividends | 0.59 | 1.56 | 38% |
| Returns for 1 year | 12.01 | 15.32 | 78% |
| Returns for 3 years | 35.33 | 57.23 | 62% |
| Returns for 5 years | 36.68 | 49.19 | 75% |
| Returns for 10 years | N/A | 87.75 | - |
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