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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
Sep 13, 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 (115M). WGIFX pays higher dividends than HEOSX: WGIFX (1.52) vs HEOSX (0.24). HEOSX was incepted earlier than WGIFX: HEOSX (11 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 : 11.78 vs. HEOSX (7.93). WGIFX return over 5 years is better than : 34.19 vs. HEOSX (11.99).
| HEOSX | WGIFX | HEOSX / WGIFX | |
| Total Expense Ratio | 1.11 | 0.52 | 213% |
| Annual Report Gross Expense Ratio | 1.23 | 0.52 | 237% |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | 10.124 | 16.183 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115M | 158B | 0% |
| Annual Yield % from dividends | 0.24 | 1.52 | 16% |
| Returns for 1 year | 7.93 | 11.78 | 67% |
| Returns for 3 years | 35.41 | 52.84 | 67% |
| Returns for 5 years | 11.99 | 34.19 | 35% |
| Returns for 10 years | 81.08 | 99.64 | 81% |
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