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HEOYX vs WGIFX
HEOYX vs WGIFX Comparison
Open Charts HEOYX vs WGIFX
Hartford Climate Opportunities Y
Price$18.39
Change-$0.12 (-0.65%)
VolumeN/A
Net Assets119M
American Funds Capital World Gr&Inc F2
Price$74.64
Change-$0.67 (-0.89%)
VolumeN/A
Net Assets139.93B
HEOYX vs WGIFX Comparison Chart in %
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HEOYX vs. WGIFX commentary
Nov 20, 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 Hold and WGIFX is a Hold.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 140B vs. HEOYX (119M). WGIFX pays higher dividends than HEOYX: WGIFX (1.56) vs HEOYX (0.59). HEOYX was incepted earlier than WGIFX: HEOYX (10 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: 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 : 12.43 vs. HEOYX (8.94). WGIFX return over 5 years is better than : 42.84 vs. HEOYX (29.78).
| HEOYX | WGIFX | HEOYX / WGIFX | |
| Total Expense Ratio | 0.79 | 0.52 | 152% |
| Annual Report Gross Expense Ratio | 0.90 | 0.52 | 173% |
| Fund Existence | 10 years | 17 years | - |
| Gain YTD | 14.937 | 19.097 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119M | 140B | 0% |
| Annual Yield % from dividends | 0.59 | 1.56 | 38% |
| Returns for 1 year | 8.94 | 12.43 | 72% |
| Returns for 3 years | 30.99 | 51.67 | 60% |
| Returns for 5 years | 29.78 | 42.84 | 70% |
| Returns for 10 years | N/A | 75.52 | - |
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