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HEOYX vs WGIFX
HEOYX vs WGIFX Comparison
Open Charts HEOYX vs WGIFX
Hartford Climate Opportunities Y
Price$17.28
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets121.33M
American Funds Capital World Gr&Inc F2
Price$68.75
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets130.88B
HEOYX vs WGIFX Comparison Chart
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HEOYX vs. WGIFX commentary
Jun 06, 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.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 131B vs. HEOYX (121M). WGIFX pays higher dividends than HEOYX: WGIFX (1.75) vs HEOYX (0.66). HEOYX was incepted earlier than WGIFX: HEOYX (9 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: 108.00 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 : 6.40 vs. HEOYX (2.98). HEOYX return over 5 years is better than : 57.27 vs. WGIFX (46.53).
| HEOYX | WGIFX | HEOYX / WGIFX | |
| Total Expense Ratio | 0.79 | 0.52 | 152% |
| Annual Report Gross Expense Ratio | 0.90 | 0.52 | 173% |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | 7.813 | 8.745 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 131B | 0% |
| Annual Yield % from dividends | 0.66 | 1.75 | 38% |
| Returns for 1 year | 2.98 | 6.40 | 47% |
| Returns for 3 years | 19.96 | 30.21 | 66% |
| Returns for 5 years | 57.27 | 46.53 | 123% |
| Returns for 10 years | N/A | 53.53 | - |
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