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HEOSX vs WGIFX
HEOSX vs WGIFX Comparison
Open Charts HEOSX vs WGIFX
Hartford Climate Opportunities R4
Price$17.75
Change+$0.19 (+1.08%)
VolumeN/A
Net Assets121.51M
American Funds Capital World Gr&Inc F2
Price$71.27
Change+$0.20 (+0.28%)
VolumeN/A
Net Assets135.04B
HEOSX vs WGIFX Comparison Chart in %
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HEOSX vs. WGIFX commentary
Jul 18, 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.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 135B vs. HEOSX (122M). 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 annual gain was more profitable for investors over the last year : 7.12 vs. HEOSX (5.81). HEOSX (49.89) and WGIFX (49.84) have equivalent 5 years return.
| 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 | 11.139 | 13.360 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 135B | 0% |
| Annual Yield % from dividends | 0.35 | 1.67 | 21% |
| Returns for 1 year | 5.81 | 7.12 | 82% |
| Returns for 3 years | 38.10 | 52.81 | 72% |
| Returns for 5 years | 49.89 | 49.84 | 100% |
| Returns for 10 years | N/A | 58.92 | - |
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