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HEOSX vs WGIFX
HEOSX vs WGIFX Comparison
Open Charts HEOSX vs WGIFX
HEOSX vs WGIFX Comparison Chart in %
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HEOSX vs. WGIFX commentary
Jun 03, 2026
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: 152B vs. HEOSX (132M). WGIFX pays higher dividends than HEOSX: WGIFX (1.52) vs HEOSX (0.22). HEOSX was incepted earlier than WGIFX: HEOSX (10 years) vs WGIFX (18 years). HEOSX (1.23) is less costly to investors than WGIFX (0.52). HEOSX is a more actively managed with annual turnover of: 61.00 vs. WGIFX (44.00). HEOSX has a lower initial minimum investment than WGIFX: HEOSX (0) vs WGIFX (250). HEOSX annual gain was more profitable for investors over the last year : 25.96 vs. WGIFX (22.76). WGIFX return over 5 years is better than : 36.87 vs. HEOSX (28.47).
| HEOSX | WGIFX | HEOSX / WGIFX | |
| Total Expense Ratio | 1.11 | 0.52 | 213% |
| Annual Report Gross Expense Ratio | 1.23 | 0.52 | 237% |
| Fund Existence | 10 years | 18 years | - |
| Gain YTD | 19.570 | 15.753 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132M | 152B | 0% |
| Annual Yield % from dividends | 0.22 | 1.52 | 15% |
| Returns for 1 year | 25.96 | 22.76 | 114% |
| Returns for 3 years | 44.25 | 55.87 | 79% |
| Returns for 5 years | 28.47 | 36.87 | 77% |
| Returns for 10 years | 100.09 | 101.73 | 98% |
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