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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
Aug 03, 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 (120M). CWIAX pays higher dividends than HEOMX: CWIAX (1.35) 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). CWIAX annual gain was more profitable for investors over the last year : 15.58 vs. HEOMX (12.11). CWIAX return over 5 years is better than : 35.78 vs. HEOMX (17.44).
| 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 | 14.012 | 12.583 | 111% |
| Front Load | 4% | 6% | 64% |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 120M | 131,667% |
| Annual Yield % from dividends | 1.35 | 0.16 | 822% |
| Returns for 1 year | 15.58 | 12.11 | 129% |
| Returns for 3 years | 44.07 | 29.82 | 148% |
| Returns for 5 years | 35.78 | 17.44 | 205% |
| Returns for 10 years | 114.66 | 83.50 | 137% |
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