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HEOYX vs WGIFX
HEOYX vs WGIFX Comparison
Open Charts HEOYX vs WGIFX
Hartford Climate Opportunities Y
Price$16.94
Change-$0.16 (-0.94%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc F2
Price$67.14
Change-$0.71 (-1.05%)
VolumeN/A
CapitalizationN/A
HEOYX vs WGIFX Comparison Chart
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HEOYX vs. WGIFX commentary
Nov 18, 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 Buy and WGIFX is a Sell.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 125B vs. HEOYX (132M). 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). HEOYX (19.79) and WGIFX (19.40) have marching annual gain over last year. HEOYX return over 5 years is better than : 57.08 vs. WGIFX (39.76).
| 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 | 10.071 | 13.341 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132M | 125B | 0% |
| Annual Yield % from dividends | 0.72 | 1.90 | 38% |
| Returns for 1 year | 19.79 | 19.40 | 102% |
| Returns for 3 years | -5.22 | 3.72 | -140% |
| Returns for 5 years | 57.08 | 39.76 | 144% |
| Returns for 10 years | N/A | 50.58 | - |
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