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HEORX vs WGIFX
HEORX vs WGIFX Comparison
Open Charts HEORX vs WGIFX
Hartford Climate Opportunities R3
Price$17.95
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets122.67M
American Funds Capital World Gr&Inc F2
Price$71.81
Change+$0.36 (+0.50%)
VolumeN/A
Net Assets135.35B
HEORX vs WGIFX Comparison Chart in %
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HEORX vs. WGIFX commentary
Aug 10, 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: 135B 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 (14.63) and HEORX (14.31) have marching annual gain over last year. WGIFX return over 5 years is better than : 48.30 vs. HEORX (43.30).
| 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 | 13.274 | 14.219 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123M | 135B | 0% |
| Annual Yield % from dividends | 0.08 | 1.67 | 5% |
| Returns for 1 year | 14.31 | 14.63 | 98% |
| Returns for 3 years | 26.79 | 45.15 | 59% |
| Returns for 5 years | 43.30 | 48.30 | 90% |
| Returns for 10 years | N/A | 62.63 | - |
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