Interact to see
Advertisement
Advertisement
HEOYX vs WGIFX
HEOYX vs WGIFX Comparison
Open Charts HEOYX vs WGIFX
Hartford Climate Opportunities Y
Price$18.23
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets122.67M
American Funds Capital World Gr&Inc F2
Price$71.81
Change+$0.36 (+0.50%)
VolumeN/A
Net Assets136.03B
HEOYX vs WGIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HEOYX vs. WGIFX commentary
Aug 10, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 136B vs. HEOYX (123M). WGIFX pays higher dividends than HEOYX: WGIFX (1.67) vs HEOYX (0.63). 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). HEOYX (15.25) and WGIFX (14.63) have marching annual gain over last year. WGIFX (48.30) and HEOYX (46.90) 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 | 13.937 | 14.219 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123M | 136B | 0% |
| Annual Yield % from dividends | 0.63 | 1.67 | 37% |
| Returns for 1 year | 15.25 | 14.63 | 104% |
| Returns for 3 years | 29.40 | 45.15 | 65% |
| Returns for 5 years | 46.90 | 48.30 | 97% |
| Returns for 10 years | N/A | 62.63 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CSXCX | 49.46 | 0.32 | +0.65% |
| Calvert US Large Cap Core Rspnb Idx C | |||
| GCVUX | 23.96 | 0.09 | +0.38% |
| Goldman Sachs Large Cp Val Insghts R6 | |||
| MGFYX | 10.22 | 0.03 | +0.29% |
| MassMutual Global Svc | |||
| SIEMX | 13.10 | -0.01 | -0.08% |
| SEI Emerging Markets Equity F (SIT) | |||
| ZIFIX | 11.73 | -0.02 | -0.17% |
| American Beacon Ninety One Int Frn R5 | |||