Ad is loading...
HEOSX vs WGIFX
HEOSX vs WGIFX Comparison
Open Charts HEOSX vs WGIFX
Hartford Climate Opportunities R4
Price$16.45
Change-$0.24 (-1.44%)
VolumeN/A
Net Assets125.78M
American Funds Capital World Gr&Inc F2
Price$66.21
Change-$0.88 (-1.31%)
VolumeN/A
Net Assets128.43B
HEOSX vs WGIFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HEOSX vs. WGIFX commentary
Feb 23, 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: 128B vs. HEOSX (126M). WGIFX pays higher dividends than HEOSX: WGIFX (1.90) vs HEOSX (0.42). HEOSX was incepted earlier than WGIFX: HEOSX (9 years) vs WGIFX (17 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 (7.73) and WGIFX (7.35) have marching annual gain over last year. HEOSX return over 5 years is better than : 44.90 vs. WGIFX (33.63).
| HEOSX | WGIFX | HEOSX / WGIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | 4.114 | 4.350 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 128B | 0% |
| Annual Yield % from dividends | 0.42 | 1.90 | 22% |
| Returns for 1 year | 7.73 | 7.35 | 105% |
| Returns for 3 years | 12.11 | 17.14 | 71% |
| Returns for 5 years | 44.90 | 33.63 | 134% |
| Returns for 10 years | N/A | 45.71 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| TZA | 13.59 | 1.12 | +8.98% |
| Direxion Daily Small Cap Bear 3X ETF | |||
| MUSQ | 26.71 | -0.10 | -0.38% |
| MUSQ Global Music Industry Idx ETF | |||
| VHT | 268.78 | -2.09 | -0.77% |
| Vanguard Health Care ETF | |||
| IEUS | 57.13 | -0.50 | -0.87% |
| iShares MSCI Europe Small-Cap ETF | |||
| GSG | 22.70 | -0.39 | -1.69% |
| iShares S&P GSCI Commodity-Indexed Trust | |||