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HEOSX vs WGIFX
HEOSX vs WGIFX Comparison
Open Charts HEOSX vs WGIFX
Hartford Climate Opportunities R4
Price$17.90
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 Assets136.03B
HEOSX vs WGIFX Comparison Chart in %
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HEOSX 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 HEOSX is a Buy and WGIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 136B vs. HEOSX (123M). WGIFX pays higher dividends than HEOSX: WGIFX (1.67) vs HEOSX (0.35). HEOSX was incepted earlier than WGIFX: HEOSX (9 years) vs WGIFX (17 years). HEOSX (1.21) is less costly to investors than WGIFX (0.52). HEOSX is a more actively managed with annual turnover of: 108.00 vs. WGIFX (27.00). HEOSX has a lower initial minimum investment than WGIFX: HEOSX (0) vs WGIFX (250). WGIFX (14.63) and HEOSX (14.53) have marching annual gain over last year. WGIFX return over 5 years is better than : 48.30 vs. HEOSX (44.91).
| HEOSX | WGIFX | HEOSX / WGIFX | |
| Total Expense Ratio | 1.11 | 0.52 | 213% |
| Annual Report Gross Expense Ratio | 1.21 | 0.52 | 233% |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | 13.291 | 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 | 136B | 0% |
| Annual Yield % from dividends | 0.35 | 1.67 | 21% |
| Returns for 1 year | 14.53 | 14.63 | 99% |
| Returns for 3 years | 27.91 | 45.15 | 62% |
| Returns for 5 years | 44.91 | 48.30 | 93% |
| Returns for 10 years | N/A | 62.63 | - |
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