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CWIAX vs HEOMX
CWIAX vs HEOMX Comparison
Open Charts CWIAX vs HEOMX
CWIAX vs HEOMX Comparison Chart in %
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CWIAX vs. HEOMX commentary
Jul 14, 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 HEOMX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 158B vs. HEOMX (124M). CWIAX pays higher dividends than HEOMX: CWIAX (1.34) vs HEOMX (0.16). CWIAX was incepted earlier than HEOMX: CWIAX (24 years) vs HEOMX (10 years). HEOMX (1.19) is less costly to investors than CWIAX (0.75). HEOMX is a more actively managed with annual turnover of: 61.00 vs. CWIAX (44.00). HEOMX initial investment is less costly to investors than CWIAX (4%) vs CWIAX (4%). CWIAX has a lower initial minimum investment than HEOMX: CWIAX (250) vs HEOMX (2000). HEOMX annual gain was more profitable for investors over the last year : 15.12 vs. CWIAX (14.13). CWIAX return over 5 years is better than : 33.82 vs. HEOMX (21.72).
| CWIAX | HEOMX | CWIAX / HEOMX | |
| Total Expense Ratio | 0.75 | 1.19 | 63% |
| Annual Report Gross Expense Ratio | 0.75 | 1.19 | 63% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 13.234 | 14.967 | 88% |
| Front Load | 4% | 6% | 64% |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 124M | 127,419% |
| Annual Yield % from dividends | 1.34 | 0.16 | 859% |
| Returns for 1 year | 14.13 | 15.12 | 93% |
| Returns for 3 years | 44.11 | 32.07 | 138% |
| Returns for 5 years | 33.82 | 21.72 | 156% |
| Returns for 10 years | 113.34 | 88.04 | 129% |
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