Interact to see
Advertisement
Advertisement
CWGCX vs HEOFX
CWGCX vs HEOFX Comparison
Open Charts CWGCX vs HEOFX
CWGCX vs HEOFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGCX vs. HEOFX commentary
Aug 21, 2026
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 CWGCX is a Hold and HEOFX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 156B vs. HEOFX (121M). CWGCX pays higher dividends than HEOFX: CWGCX (0.72) vs HEOFX (0.59). CWGCX was incepted earlier than HEOFX: CWGCX (25 years) vs HEOFX (9 years). CWGCX (1.48) is less costly to investors than HEOFX (0.81). HEOFX is a more actively managed with annual turnover of: 61.00 vs. CWGCX (44.00). CWGCX has a lower initial minimum investment than HEOFX: CWGCX (250) vs HEOFX (1000000). CWGCX annual gain was more profitable for investors over the last year : 14.76 vs. HEOFX (11.64). CWGCX return over 5 years is better than : 31.97 vs. HEOFX (20.41).
| CWGCX | HEOFX | CWGCX / HEOFX | |
| Total Expense Ratio | 1.48 | 0.69 | 214% |
| Annual Report Gross Expense Ratio | 1.48 | 0.81 | 183% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 15.627 | 14.231 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 121M | 128,926% |
| Annual Yield % from dividends | 0.72 | 0.59 | 122% |
| Returns for 1 year | 14.76 | 11.64 | 127% |
| Returns for 3 years | 50.90 | 44.28 | 115% |
| Returns for 5 years | 31.97 | 20.41 | 157% |
| Returns for 10 years | 87.28 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PSMJX | 12.89 | 0.04 | +0.31% |
| Principal SmallCap Value II J | |||
| HFCSX | 37.71 | 0.07 | +0.19% |
| Hennessy Focus Investor | |||
| BIAYX | 12.52 | -0.02 | -0.16% |
| Brown Advisory Sustainable Sml-Cp Cr Inv | |||
| GSIYX | 23.88 | -0.07 | -0.29% |
| Goldman Sachs GQG Ptnrs Intl Opps R6 | |||
| FLCKX | 52.15 | -0.36 | -0.69% |
| Fidelity Leveraged Company Stock K | |||