HEOYX
Price
$19.14
Change
+$0.06 (+0.31%)
Updated
Dec 3 closing price
Net Assets
122.62M
WGIFX
Price
$77.26
Change
+$0.54 (+0.70%)
Updated
Dec 3 closing price
Net Assets
142.32B
Interact to see
Advertisement

HEOYX vs WGIFX

Header iconHEOYX vs WGIFX Comparison
Open Charts HEOYX vs WGIFXBanner chart's image
Hartford Climate Opportunities Y
Price$19.14
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets122.62M
American Funds Capital World Gr&Inc F2
Price$77.26
Change+$0.54 (+0.70%)
VolumeN/A
Net Assets142.32B
HEOYX vs WGIFX Comparison Chart in %
View a ticker or compare two or three
VS
HEOYX vs. WGIFX commentary
Dec 04, 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 Buy and WGIFX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 142B vs. HEOYX (123M). WGIFX pays higher dividends than HEOYX: WGIFX (1.55) 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 : 12.90 vs. HEOYX (8.95). WGIFX return over 5 years is better than : 42.65 vs. HEOYX (30.47).
HEOYXWGIFXHEOYX / WGIFX
Total Expense Ratio0.790.52152%
Annual Report Gross Expense Ratio0.900.52173%
Fund Existence10 years17 years-
Gain YTD18.93822.28885%
Front LoadN/AN/A-
Min. Initial Investment250000250100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets123M142B0%
Annual Yield % from dividends0.591.5538%
Returns for 1 year8.9512.9069%
Returns for 3 years31.6250.5463%
Returns for 5 years30.4742.6571%
Returns for 10 yearsN/A81.45-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
BRWTX29.17N/A
N/A
MFS Blended Research Growth Eq R3
GIEZX17.04N/A
N/A
GuideStone Funds International Eq Inv
GOGFX41.84N/A
N/A
Victory Sycamore Small Company Opp R
MGFZX11.21N/A
N/A
MassMutual Global I
MSVEX6.63N/A
N/A
Morgan Stanley Vitality Portfolio A