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HEOYX vs WGIFX
HEOYX vs WGIFX Comparison
Open Charts HEOYX vs WGIFX
Hartford Climate Opportunities Y
Price$15.45
Change+$0.12 (+0.78%)
VolumeN/A
Net Assets110.92M
American Funds Capital World Gr&Inc F2
Price$60.90
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.17B
HEOYX vs WGIFX Comparison Chart
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HEOYX vs. WGIFX commentary
Apr 18, 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 Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 117B vs. HEOYX (111M). WGIFX pays higher dividends than HEOYX: WGIFX (1.87) vs HEOYX (0.71). HEOYX was incepted earlier than WGIFX: HEOYX (9 years) vs WGIFX (17 years). HEOYX (0.92) 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). WGIFX annual gain was more profitable for investors over the last year : -1.15 vs. HEOYX (-1.66). HEOYX return over 5 years is better than : 65.27 vs. WGIFX (44.52).
| HEOYX | WGIFX | HEOYX / WGIFX | |
| Total Expense Ratio | 0.79 | 0.52 | 152% |
| Annual Report Gross Expense Ratio | 0.92 | 0.52 | 177% |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | -4.188 | -3.846 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111M | 117B | 0% |
| Annual Yield % from dividends | 0.71 | 1.87 | 38% |
| Returns for 1 year | -1.66 | -1.15 | 145% |
| Returns for 3 years | 3.52 | 10.97 | 32% |
| Returns for 5 years | 65.27 | 44.52 | 147% |
| Returns for 10 years | N/A | 34.16 | - |
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