HEOSX
Price
$17.10
Change
+$0.09 (+0.53%)
Updated
Jun 6 closing price
Net Assets
121.38M
WGIFX
Price
$69.00
Change
+$0.25 (+0.36%)
Updated
Jun 6 closing price
Net Assets
130.86B
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HEOSX vs WGIFX

Header iconHEOSX vs WGIFX Comparison
Open Charts HEOSX vs WGIFXBanner chart's image
Hartford Climate Opportunities R4
Price$17.10
Change+$0.09 (+0.53%)
VolumeN/A
Net Assets121.38M
American Funds Capital World Gr&Inc F2
Price$69.00
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
HEOSX vs WGIFX Comparison Chart
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HEOSX vs. WGIFX commentary
Jun 07, 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 Buy.

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FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 131B vs. HEOSX (121M). WGIFX pays higher dividends than HEOSX: WGIFX (1.75) vs HEOSX (0.37). 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 annual gain was more profitable for investors over the last year : 6.62 vs. HEOSX (3.43). HEOSX return over 5 years is better than : 55.75 vs. WGIFX (47.06).
HEOSXWGIFXHEOSX / WGIFX
Total Expense Ratio1.110.52213%
Annual Report Gross Expense Ratio1.210.52233%
Fund Existence9 years17 years-
Gain YTD7.6589.14084%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets121M131B0%
Annual Yield % from dividends0.371.7521%
Returns for 1 year3.436.6252%
Returns for 3 years18.3129.7662%
Returns for 5 years55.7547.06118%
Returns for 10 yearsN/A54.32-
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