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CWGFX vs HEOFX
CWGFX vs HEOFX Comparison
Open Charts CWGFX vs HEOFX
CWGFX vs HEOFX Comparison Chart in %
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CWGFX vs. HEOFX commentary
Sep 12, 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 CWGFX is a Buy and HEOFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 158B vs. HEOFX (115M). CWGFX pays higher dividends than HEOFX: CWGFX (1.29) vs HEOFX (0.59). CWGFX was incepted earlier than HEOFX: CWGFX (26 years) vs HEOFX (10 years). HEOFX (0.81) and CWGFX (0.79) have similar cost to investors . HEOFX is a more actively managed with annual turnover of: 61.00 vs. CWGFX (44.00). CWGFX has a lower initial minimum investment than HEOFX: CWGFX (250) vs HEOFX (1000000). CWGFX annual gain was more profitable for investors over the last year : 11.47 vs. HEOFX (8.41). CWGFX return over 5 years is better than : 32.66 vs. HEOFX (14.70).
| CWGFX | HEOFX | CWGFX / HEOFX | |
| Total Expense Ratio | 0.79 | 0.69 | 114% |
| Annual Report Gross Expense Ratio | 0.79 | 0.81 | 98% |
| Fund Existence | 26 years | 10 years | - |
| Gain YTD | 15.977 | 10.330 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 115M | 137,391% |
| Annual Yield % from dividends | 1.29 | 0.59 | 219% |
| Returns for 1 year | 11.47 | 8.41 | 136% |
| Returns for 3 years | 51.55 | 37.49 | 138% |
| Returns for 5 years | 32.66 | 14.70 | 222% |
| Returns for 10 years | 97.07 | N/A | - |
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