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HEORX vs WGIFX
HEORX vs WGIFX Comparison
Open Charts HEORX vs WGIFX
Hartford Climate Opportunities R3
Price$16.66
Change-$0.16 (-0.95%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc F2
Price$67.14
Change-$0.71 (-1.05%)
VolumeN/A
CapitalizationN/A
HEORX vs WGIFX Comparison Chart
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HEORX vs. WGIFX commentary
Nov 18, 2024
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 Sell.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 125B vs. HEORX (132M). WGIFX pays higher dividends than HEORX: WGIFX (1.90) vs HEORX (0.14). HEORX was incepted earlier than WGIFX: HEORX (9 years) vs WGIFX (16 years). HEORX is a more actively managed with annual turnover of: 75.00 vs. WGIFX (27.00). HEORX has a lower initial minimum investment than WGIFX: HEORX (0) vs WGIFX (250). WGIFX (19.40) and HEORX (19.09) have marching annual gain over last year. HEORX return over 5 years is better than : 54.15 vs. WGIFX (39.76).
| HEORX | WGIFX | HEORX / WGIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 16 years | - |
| Gain YTD | 9.533 | 13.341 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132M | 125B | 0% |
| Annual Yield % from dividends | 0.14 | 1.90 | 7% |
| Returns for 1 year | 19.09 | 19.40 | 98% |
| Returns for 3 years | -6.93 | 3.72 | -186% |
| Returns for 5 years | 54.15 | 39.76 | 136% |
| Returns for 10 years | N/A | 50.58 | - |
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