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HEOYX vs WGIFX
HEOYX vs WGIFX Comparison
Open Charts HEOYX vs WGIFX
Hartford Climate Opportunities Y
Price$16.22
Change-$0.48 (-2.87%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc F2
Price$63.54
Change-$1.80 (-2.75%)
VolumeN/A
CapitalizationN/A
HEOYX vs WGIFX Comparison Chart
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HEOYX vs. WGIFX commentary
Dec 19, 2024
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 Hold and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 121B vs. HEOYX (131M). WGIFX pays higher dividends than HEOYX: WGIFX (1.90) vs HEOYX (0.72). HEOYX was incepted earlier than WGIFX: HEOYX (9 years) vs WGIFX (16 years). 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 : 12.27 vs. HEOYX (11.01). HEOYX return over 5 years is better than : 51.59 vs. WGIFX (33.40).
| HEOYX | WGIFX | HEOYX / WGIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 16 years | - |
| Gain YTD | 8.512 | 10.665 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131M | 121B | 0% |
| Annual Yield % from dividends | 0.72 | 1.90 | 38% |
| Returns for 1 year | 11.01 | 12.27 | 90% |
| Returns for 3 years | 1.58 | 10.44 | 15% |
| Returns for 5 years | 51.59 | 33.40 | 154% |
| Returns for 10 years | N/A | 48.79 | - |
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