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HEORX vs WGIFX
HEORX vs WGIFX Comparison
Open Charts HEORX vs WGIFX
Hartford Climate Opportunities R3
Price$17.82
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets122.77M
American Funds Capital World Gr&Inc F2
Price$71.66
Change+$0.10 (+0.14%)
VolumeN/A
Net Assets135.95B
HEORX vs WGIFX Comparison Chart in %
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HEORX vs. WGIFX commentary
Jul 19, 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 HEORX is a Buy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 136B vs. HEORX (123M). WGIFX pays higher dividends than HEORX: WGIFX (1.67) vs HEORX (0.08). HEORX was incepted earlier than WGIFX: HEORX (9 years) vs WGIFX (17 years). HEORX (1.51) is less costly to investors than WGIFX (0.52). HEORX is a more actively managed with annual turnover of: 108.00 vs. WGIFX (27.00). HEORX has a lower initial minimum investment than WGIFX: HEORX (0) vs WGIFX (250). WGIFX annual gain was more profitable for investors over the last year : 9.20 vs. HEORX (6.93). WGIFX (50.45) and HEORX (50.20) have equivalent 5 years return.
| HEORX | WGIFX | HEORX / WGIFX | |
| Total Expense Ratio | 1.41 | 0.52 | 271% |
| Annual Report Gross Expense Ratio | 1.51 | 0.52 | 290% |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | 12.516 | 13.822 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123M | 136B | 0% |
| Annual Yield % from dividends | 0.08 | 1.67 | 5% |
| Returns for 1 year | 6.93 | 9.20 | 75% |
| Returns for 3 years | 38.49 | 53.56 | 72% |
| Returns for 5 years | 50.20 | 50.45 | 100% |
| Returns for 10 years | N/A | 59.77 | - |
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