HEOSX
Price
$17.29
Change
+$0.18 (+1.05%)
Updated
Jun 26 closing price
Net Assets
119.69M
WGIFX
Price
$70.36
Change
+$0.79 (+1.14%)
Updated
Jun 26 closing price
Net Assets
132.68B
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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$17.29
Change+$0.18 (+1.05%)
VolumeN/A
Net Assets119.69M
American Funds Capital World Gr&Inc F2
Price$70.36
Change+$0.79 (+1.14%)
VolumeN/A
Net Assets132.68B
HEOSX vs WGIFX Comparison Chart in %
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HEOSX vs. WGIFX commentary
Jun 27, 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.

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FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 133B vs. HEOSX (120M). 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 : 9.38 vs. HEOSX (6.29). HEOSX return over 5 years is better than : 62.50 vs. WGIFX (57.12).
HEOSXWGIFXHEOSX / WGIFX
Total Expense Ratio1.110.52213%
Annual Report Gross Expense Ratio1.210.52233%
Fund Existence9 years17 years-
Gain YTD8.29111.91370%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets120M133B0%
Annual Yield % from dividends0.371.7521%
Returns for 1 year6.299.3867%
Returns for 3 years30.2345.7766%
Returns for 5 years62.5057.12109%
Returns for 10 yearsN/A60.91-
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