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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 10, 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: 160B vs. HEOFX (123M). 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 (14.49) and HEOFX (14.14) have marching annual gain over last year. CWIAX return over 5 years is better than : 34.64 vs. HEOFX (23.08).
| 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 | 13.701 | 14.176 | 97% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 123M | 130,081% |
| Annual Yield % from dividends | 1.34 | 0.56 | 240% |
| Returns for 1 year | 14.49 | 14.14 | 102% |
| Returns for 3 years | 49.45 | 36.79 | 134% |
| Returns for 5 years | 34.64 | 23.08 | 150% |
| Returns for 10 years | 117.62 | N/A | - |
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