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HEORX vs WGIFX
HEORX vs WGIFX Comparison
Open Charts HEORX vs WGIFX
Hartford Climate Opportunities R3
Price$18.07
Change+$0.10 (+0.56%)
VolumeN/A
Net Assets121.7M
American Funds Capital World Gr&Inc F2
Price$75.05
Change+$0.31 (+0.41%)
VolumeN/A
Net Assets140.8B
HEORX vs WGIFX Comparison Chart in %
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HEORX vs. WGIFX commentary
Sep 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 StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 141B vs. HEORX (122M). WGIFX pays higher dividends than HEORX: WGIFX (1.64) vs HEORX (0.08). HEORX was incepted earlier than WGIFX: HEORX (10 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: 75.00 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 : 14.52 vs. HEORX (7.06). WGIFX return over 5 years is better than : 54.88 vs. HEORX (41.56).
| HEORX | WGIFX | HEORX / WGIFX | |
| Total Expense Ratio | 1.41 | 0.52 | 271% |
| Annual Report Gross Expense Ratio | 1.51 | 0.52 | 290% |
| Fund Existence | 10 years | 17 years | - |
| Gain YTD | 13.590 | 19.751 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 141B | 0% |
| Annual Yield % from dividends | 0.08 | 1.64 | 5% |
| Returns for 1 year | 7.06 | 14.52 | 49% |
| Returns for 3 years | 31.97 | 59.76 | 53% |
| Returns for 5 years | 41.56 | 54.88 | 76% |
| Returns for 10 years | N/A | 83.85 | - |
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