HEORX
Price
$18.55
Change
-$0.14 (-0.75%)
Updated
Oct 9 closing price
Net Assets
124.82M
WGIFX
Price
$75.94
Change
-$0.28 (-0.37%)
Updated
Oct 9 closing price
Net Assets
142.77B
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HEORX vs WGIFX

Header iconHEORX vs WGIFX Comparison
Open Charts HEORX vs WGIFXBanner chart's image
Hartford Climate Opportunities R3
Price$18.55
Change-$0.14 (-0.75%)
VolumeN/A
Net Assets124.82M
American Funds Capital World Gr&Inc F2
Price$75.94
Change-$0.28 (-0.37%)
VolumeN/A
Net Assets142.77B
HEORX vs WGIFX Comparison Chart in %
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HEORX vs. WGIFX commentary
Oct 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 Hold and WGIFX is a Buy.

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FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 143B vs. HEORX (125M). WGIFX pays higher dividends than HEORX: WGIFX (1.59) vs HEORX (0.07). 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 : 12.19 vs. HEORX (8.57). WGIFX return over 5 years is better than : 52.73 vs. HEORX (38.26).
HEORXWGIFXHEORX / WGIFX
Total Expense Ratio1.410.52271%
Annual Report Gross Expense Ratio1.510.52290%
Fund Existence10 years17 years-
Gain YTD18.14221.17186%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets125M143B0%
Annual Yield % from dividends0.071.595%
Returns for 1 year8.5712.1970%
Returns for 3 years50.1772.2269%
Returns for 5 years38.2652.7373%
Returns for 10 yearsN/A80.71-
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