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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
Jul 31, 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 Buy and HEOFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 158B vs. HEOFX (117M). CWIAX pays higher dividends than HEOFX: CWIAX (1.34) vs HEOFX (0.56). CWIAX was incepted earlier than HEOFX: CWIAX (24 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 : 13.83 vs. HEOFX (8.25). CWIAX return over 5 years is better than : 34.59 vs. HEOFX (16.68).
| CWIAX | HEOFX | CWIAX / HEOFX | |
| Total Expense Ratio | 0.75 | 0.69 | 109% |
| Annual Report Gross Expense Ratio | 0.75 | 0.81 | 93% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 13.007 | 9.341 | 139% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 117M | 135,043% |
| Annual Yield % from dividends | 1.34 | 0.56 | 240% |
| Returns for 1 year | 13.83 | 8.25 | 168% |
| Returns for 3 years | 42.22 | 27.00 | 156% |
| Returns for 5 years | 34.59 | 16.68 | 207% |
| Returns for 10 years | 111.35 | N/A | - |
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