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HEOYX vs WGIFX
HEOYX vs WGIFX Comparison
Open Charts HEOYX vs WGIFX
Hartford Climate Opportunities Y
Price$16.07
Change-$0.13 (-0.80%)
VolumeN/A
Net Assets121.51M
American Funds Capital World Gr&Inc F2
Price$64.81
Change-$0.59 (-0.90%)
VolumeN/A
Net Assets126.71B
HEOYX vs WGIFX Comparison Chart
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HEOYX vs. WGIFX commentary
Mar 05, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 127B vs. HEOYX (122M). WGIFX pays higher dividends than HEOYX: WGIFX (1.90) vs HEOYX (0.72). HEOYX was incepted earlier than WGIFX: HEOYX (9 years) vs WGIFX (17 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 : 3.99 vs. HEOYX (2.67). HEOYX return over 5 years is better than : 53.80 vs. WGIFX (41.55).
| HEOYX | WGIFX | HEOYX / WGIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | 1.250 | 2.143 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 127B | 0% |
| Annual Yield % from dividends | 0.72 | 1.90 | 38% |
| Returns for 1 year | 2.67 | 3.99 | 67% |
| Returns for 3 years | 11.08 | 19.45 | 57% |
| Returns for 5 years | 53.80 | 41.55 | 129% |
| Returns for 10 years | N/A | 45.50 | - |
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