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CWIAX vs HEOFX
CWIAX vs HEOFX Comparison
Open Charts CWIAX vs HEOFX
CWIAX vs HEOFX Comparison Chart in %
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CWIAX 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 CWIAX is a Hold and HEOFX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 156B vs. HEOFX (121M). CWIAX pays higher dividends than HEOFX: CWIAX (1.35) vs HEOFX (0.59). CWIAX was incepted earlier than HEOFX: CWIAX (25 years) vs HEOFX (9 years). HEOFX (0.81) is less costly to investors than CWIAX (0.75). HEOFX is a more actively managed with annual turnover of: 61.00 vs. CWIAX (44.00). CWIAX has a lower initial minimum investment than HEOFX: CWIAX (250) vs HEOFX (1000000). CWIAX annual gain was more profitable for investors over the last year : 15.68 vs. HEOFX (11.64). CWIAX return over 5 years is better than : 38.76 vs. HEOFX (20.41).
| CWIAX | HEOFX | CWIAX / HEOFX | |
| Total Expense Ratio | 0.75 | 0.69 | 109% |
| Annual Report Gross Expense Ratio | 0.75 | 0.81 | 93% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 16.150 | 14.231 | 113% |
| Front Load | 4% | 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 | 1.35 | 0.59 | 230% |
| Returns for 1 year | 15.68 | 11.64 | 135% |
| Returns for 3 years | 54.36 | 44.28 | 123% |
| Returns for 5 years | 38.76 | 20.41 | 190% |
| Returns for 10 years | 114.52 | N/A | - |
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