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HEOYX vs WGIFX
HEOYX vs WGIFX Comparison
Open Charts HEOYX vs WGIFX
Hartford Climate Opportunities Y
Price$18.94
Change-$0.07 (-0.37%)
VolumeN/A
Net Assets126.04M
American Funds Capital World Gr&Inc F2
Price$74.49
Change-$0.41 (-0.55%)
VolumeN/A
Net Assets142.37B
HEOYX vs WGIFX Comparison Chart in %
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HEOYX vs. WGIFX commentary
Feb 05, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 142B vs. HEOYX (126M). WGIFX pays higher dividends than HEOYX: WGIFX (1.65) vs HEOYX (0.55). HEOYX was incepted earlier than WGIFX: HEOYX (10 years) vs WGIFX (18 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 (16.51) and HEOYX (16.25) have marching annual gain over last year. WGIFX return over 5 years is better than : 32.04 vs. HEOYX (19.05).
| 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 | 18 years | - |
| Gain YTD | 5.729 | 4.946 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 142B | 0% |
| Annual Yield % from dividends | 0.55 | 1.65 | 33% |
| Returns for 1 year | 16.25 | 16.51 | 98% |
| Returns for 3 years | 27.93 | 44.27 | 63% |
| Returns for 5 years | 19.05 | 32.04 | 59% |
| Returns for 10 years | N/A | 102.12 | - |
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