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HEOSX vs WGIFX
HEOSX vs WGIFX Comparison
Open Charts HEOSX vs WGIFX
Hartford Climate Opportunities R4
Price$16.69
Change-$0.15 (-0.89%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc F2
Price$67.14
Change-$0.71 (-1.05%)
VolumeN/A
CapitalizationN/A
HEOSX vs WGIFX Comparison Chart
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HEOSX vs. WGIFX commentary
Nov 18, 2024
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 Sell.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 125B vs. HEOSX (132M). WGIFX pays higher dividends than HEOSX: WGIFX (1.90) vs HEOSX (0.42). HEOSX was incepted earlier than WGIFX: HEOSX (9 years) vs WGIFX (16 years). 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). HEOSX (19.58) and WGIFX (19.40) have marching annual gain over last year. HEOSX return over 5 years is better than : 55.78 vs. WGIFX (39.76).
| HEOSX | WGIFX | HEOSX / WGIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 16 years | - |
| Gain YTD | 9.947 | 13.341 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132M | 125B | 0% |
| Annual Yield % from dividends | 0.42 | 1.90 | 22% |
| Returns for 1 year | 19.58 | 19.40 | 101% |
| Returns for 3 years | -5.91 | 3.72 | -159% |
| Returns for 5 years | 55.78 | 39.76 | 140% |
| Returns for 10 years | N/A | 50.58 | - |
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