HEOYX
Price
$18.76
Change
-$0.19 (-1.00%)
Updated
Oct 7 closing price
Net Assets
124.45M
WGIFX
Price
$75.73
Change
-$0.31 (-0.41%)
Updated
Oct 7 closing price
Net Assets
142.48B
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HEOYX vs WGIFX

Header iconHEOYX vs WGIFX Comparison
Open Charts HEOYX vs WGIFXBanner chart's image
Hartford Climate Opportunities Y
Price$18.76
Change-$0.19 (-1.00%)
VolumeN/A
Net Assets124.45M
American Funds Capital World Gr&Inc F2
Price$75.73
Change-$0.31 (-0.41%)
VolumeN/A
Net Assets142.48B
HEOYX vs WGIFX Comparison Chart in %
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HEOYX vs. WGIFX commentary
Oct 08, 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 HEOYX is a Buy and WGIFX is a Buy.

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FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 142B vs. HEOYX (124M). WGIFX pays higher dividends than HEOYX: WGIFX (1.59) vs HEOYX (0.61). HEOYX was incepted earlier than WGIFX: HEOYX (10 years) vs WGIFX (17 years). HEOYX (0.90) is less costly to investors than WGIFX (0.52). HEOYX is a more actively managed with annual turnover of: 75.00 vs. WGIFX (27.00). WGIFX has a lower initial minimum investment than HEOYX: WGIFX (250) vs HEOYX (250000). WGIFX annual gain was more profitable for investors over the last year : 12.50 vs. HEOYX (9.87). WGIFX return over 5 years is better than : 53.46 vs. HEOYX (41.97).
HEOYXWGIFXHEOYX / WGIFX
Total Expense Ratio0.790.52152%
Annual Report Gross Expense Ratio0.900.52173%
Fund Existence10 years17 years-
Gain YTD18.43820.83688%
Front LoadN/AN/A-
Min. Initial Investment250000250100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets124M142B0%
Annual Yield % from dividends0.611.5938%
Returns for 1 year9.8712.5079%
Returns for 3 years52.2070.3574%
Returns for 5 years41.9753.4679%
Returns for 10 yearsN/A80.33-
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