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HEOYX vs WGIFX
HEOYX vs WGIFX Comparison
Open Charts HEOYX vs WGIFX
Hartford Climate Opportunities Y
Price$17.88
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets121.52M
American Funds Capital World Gr&Inc F2
Price$71.27
Change+$0.20 (+0.28%)
VolumeN/A
Net Assets135.04B
HEOYX vs WGIFX Comparison Chart in %
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HEOYX vs. WGIFX commentary
Jul 17, 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: 135B vs. HEOYX (122M). WGIFX pays higher dividends than HEOYX: WGIFX (1.67) vs HEOYX (0.64). 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 : 7.12 vs. HEOYX (4.57). HEOYX (51.85) and WGIFX (49.84) have equivalent 5 years return.
| 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 | 11.625 | 13.360 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 135B | 0% |
| Annual Yield % from dividends | 0.64 | 1.67 | 38% |
| Returns for 1 year | 4.57 | 7.12 | 64% |
| Returns for 3 years | 39.73 | 52.81 | 75% |
| Returns for 5 years | 51.85 | 49.84 | 104% |
| Returns for 10 years | N/A | 58.92 | - |
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