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HEORX vs WGIFX
HEORX vs WGIFX Comparison
Open Charts HEORX vs WGIFX
Hartford Climate Opportunities R3
Price$17.23
Change-$0.01 (-0.06%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc F2
Price$69.06
Change+$0.24 (+0.35%)
VolumeN/A
CapitalizationN/A
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HEORX vs WGIFX Comparison Chart
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HEORX vs. WGIFX commentary
Oct 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 StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 129B vs. HEORX (139M). 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 (28.34) and HEORX (28.01) have marching annual gain over last year. HEORX return over 5 years is better than : 65.60 vs. WGIFX (49.11).
| 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 | 13.281 | 16.582 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139M | 129B | 0% |
| Annual Yield % from dividends | 0.14 | 1.90 | 7% |
| Returns for 1 year | 28.01 | 28.34 | 99% |
| Returns for 3 years | -0.49 | 10.10 | -5% |
| Returns for 5 years | 65.60 | 49.11 | 134% |
| Returns for 10 years | N/A | 63.85 | - |
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