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HEOYX vs WGIFX
HEOYX vs WGIFX Comparison
Open Charts HEOYX vs WGIFX
Hartford Climate Opportunities Y
Price$16.72
Change+$0.18 (+1.09%)
VolumeN/A
Net Assets126.02M
American Funds Capital World Gr&Inc F2
Price$66.24
Change+$0.55 (+0.84%)
VolumeN/A
Net Assets128.02B
HEOYX vs WGIFX Comparison Chart
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HEOYX vs. WGIFX commentary
Jan 31, 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: 128B vs. HEOYX (126M). 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). HEOYX (12.32) and WGIFX (11.83) have marching annual gain over last year. HEOYX return over 5 years is better than : 52.68 vs. WGIFX (37.03).
| 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 | 3.375 | 4.397 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 128B | 0% |
| Annual Yield % from dividends | 0.72 | 1.90 | 38% |
| Returns for 1 year | 12.32 | 11.83 | 104% |
| Returns for 3 years | 6.98 | 13.86 | 50% |
| Returns for 5 years | 52.68 | 37.03 | 142% |
| Returns for 10 years | N/A | 51.14 | - |
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