Interact to see
Advertisement
Advertisement
HEOSX vs WGIFX
HEOSX vs WGIFX Comparison
Open Charts HEOSX vs WGIFX
Hartford Climate Opportunities R4
Price$17.94
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets121.7M
American Funds Capital World Gr&Inc F2
Price$74.74
Change-$0.27 (-0.36%)
VolumeN/A
Net Assets140.8B
HEOSX vs WGIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HEOSX vs. WGIFX commentary
Sep 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 StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 141B vs. HEOSX (122M). WGIFX pays higher dividends than HEOSX: WGIFX (1.64) vs HEOSX (0.34). 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 : 13.62 vs. HEOSX (6.94). WGIFX return over 5 years is better than : 54.24 vs. HEOSX (43.12).
| 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 | 13.671 | 19.256 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 141B | 0% |
| Annual Yield % from dividends | 0.34 | 1.64 | 21% |
| Returns for 1 year | 6.94 | 13.62 | 51% |
| Returns for 3 years | 34.18 | 60.01 | 57% |
| Returns for 5 years | 43.12 | 54.24 | 79% |
| Returns for 10 years | N/A | 82.88 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GSCOX | 30.00 | N/A | N/A |
| Goldman Sachs Small Cap Gr Insghts C | |||
| UIEMX | 25.80 | N/A | N/A |
| Victory Emerging Markets Institutional | |||
| PLCGX | 18.49 | N/A | N/A |
| Principal LargeCap Growth I R6 | |||
| FZIPX | 14.92 | N/A | N/A |
| Fidelity ZERO Extended Market Index | |||
| ETNEX | 14.36 | N/A | N/A |
| Eventide Exponential Technologies N | |||