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HEOSX vs WGIFX
HEOSX vs WGIFX Comparison
Open Charts HEOSX vs WGIFX
Hartford Climate Opportunities R4
Price$15.90
Change-$0.32 (-1.97%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc F2
Price$64.60
Change-$1.09 (-1.66%)
VolumeN/A
CapitalizationN/A
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HEOSX vs WGIFX Comparison Chart
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HEOSX vs. WGIFX commentary
Sep 08, 2024
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: 121B vs. HEOSX (130M). WGIFX pays higher dividends than HEOSX: WGIFX (1.90) vs HEOSX (0.42). HEOSX was incepted earlier than WGIFX: HEOSX (9 years) vs WGIFX (16 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). WGIFX annual gain was more profitable for investors over the last year : 17.59 vs. HEOSX (11.29). HEOSX return over 5 years is better than : 62.15 vs. WGIFX (41.71).
| HEOSX | WGIFX | HEOSX / WGIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 16 years | - |
| Gain YTD | 6.851 | 10.504 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130M | 121B | 0% |
| Annual Yield % from dividends | 0.42 | 1.90 | 22% |
| Returns for 1 year | 11.29 | 17.59 | 64% |
| Returns for 3 years | -8.81 | 2.11 | -417% |
| Returns for 5 years | 62.15 | 41.71 | 149% |
| Returns for 10 years | N/A | 46.65 | - |
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