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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
Aug 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: 158B vs. HEOSX (120M). WGIFX pays higher dividends than HEOSX: WGIFX (1.55) vs HEOSX (0.24). 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). WGIFX annual gain was more profitable for investors over the last year : 15.89 vs. HEOSX (12.21). WGIFX return over 5 years is better than : 34.50 vs. HEOSX (17.75).
| 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 | 12.783 | 14.163 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120M | 158B | 0% |
| Annual Yield % from dividends | 0.24 | 1.55 | 15% |
| Returns for 1 year | 12.21 | 15.89 | 77% |
| Returns for 3 years | 29.93 | 45.20 | 66% |
| Returns for 5 years | 17.75 | 34.50 | 51% |
| Returns for 10 years | 84.97 | 96.26 | 88% |
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