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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
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 CWGFX is a Hold and HEOFX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 156B vs. HEOFX (121M). CWGFX pays higher dividends than HEOFX: CWGFX (1.31) vs HEOFX (0.59). CWGFX was incepted earlier than HEOFX: CWGFX (25 years) vs HEOFX (9 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 : 15.66 vs. HEOFX (11.64). CWGFX return over 5 years is better than : 35.88 vs. HEOFX (20.41).
| CWGFX | HEOFX | CWGFX / HEOFX | |
| Total Expense Ratio | 0.79 | 0.69 | 114% |
| Annual Report Gross Expense Ratio | 0.79 | 0.81 | 98% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 16.118 | 14.231 | 113% |
| 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 | 1.31 | 0.59 | 223% |
| Returns for 1 year | 15.66 | 11.64 | 135% |
| Returns for 3 years | 54.24 | 44.28 | 122% |
| Returns for 5 years | 35.88 | 20.41 | 176% |
| Returns for 10 years | 93.56 | N/A | - |
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