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HEOSX vs WGIFX
HEOSX vs WGIFX Comparison
Open Charts HEOSX vs WGIFX
Hartford Climate Opportunities R4
Price$18.08
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets118.23M
American Funds Capital World Gr&Inc F2
Price$74.70
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
HEOSX vs WGIFX Comparison Chart in %
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HEOSX vs. WGIFX commentary
Nov 20, 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 Hold and WGIFX is a Hold.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 139B vs. HEOSX (118M). WGIFX pays higher dividends than HEOSX: WGIFX (1.56) vs HEOSX (0.33). HEOSX was incepted earlier than WGIFX: HEOSX (10 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: 75.00 vs. WGIFX (27.00). HEOSX has a lower initial minimum investment than WGIFX: HEOSX (0) vs WGIFX (250). WGIFX annual gain was more profitable for investors over the last year : 12.47 vs. HEOSX (7.99). WGIFX return over 5 years is better than : 43.13 vs. HEOSX (27.59).
| HEOSX | WGIFX | HEOSX / WGIFX | |
| Total Expense Ratio | 1.11 | 0.52 | 213% |
| Annual Report Gross Expense Ratio | 1.21 | 0.52 | 233% |
| Fund Existence | 10 years | 17 years | - |
| Gain YTD | 14.241 | 19.192 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118M | 139B | 0% |
| Annual Yield % from dividends | 0.33 | 1.56 | 21% |
| Returns for 1 year | 7.99 | 12.47 | 64% |
| Returns for 3 years | 29.53 | 51.79 | 57% |
| Returns for 5 years | 27.59 | 43.13 | 64% |
| Returns for 10 years | N/A | 75.66 | - |
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