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HEORX vs WGIFX
HEORX vs WGIFX Comparison
Open Charts HEORX vs WGIFX
Hartford Climate Opportunities R3
Price$15.81
Change+$0.35 (+2.26%)
VolumeN/A
Net Assets113.06M
American Funds Capital World Gr&Inc F2
Price$62.03
Change+$0.82 (+1.34%)
VolumeN/A
Net Assets117.94B
HEORX vs WGIFX Comparison Chart
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HEORX vs. WGIFX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 118B vs. HEORX (113M). WGIFX pays higher dividends than HEORX: WGIFX (1.87) vs HEORX (0.09). HEORX was incepted earlier than WGIFX: HEORX (9 years) vs WGIFX (17 years). HEORX (1.53) 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 annual gain was more profitable for investors over the last year : -1.22 vs. HEORX (-1.63). HEORX return over 5 years is better than : 67.13 vs. WGIFX (47.93).
| HEORX | WGIFX | HEORX / WGIFX | |
| Total Expense Ratio | 1.41 | 0.52 | 271% |
| Annual Report Gross Expense Ratio | 1.53 | 0.52 | 294% |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | -2.276 | -3.182 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113M | 118B | 0% |
| Annual Yield % from dividends | 0.09 | 1.87 | 5% |
| Returns for 1 year | -1.63 | -1.22 | 134% |
| Returns for 3 years | 6.47 | 15.42 | 42% |
| Returns for 5 years | 67.13 | 47.93 | 140% |
| Returns for 10 years | N/A | 32.94 | - |
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