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CWIAX vs HEORX
CWIAX vs HEORX Comparison
Open Charts CWIAX vs HEORX
CWIAX vs HEORX Comparison Chart in %
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CWIAX vs. HEORX commentary
Aug 23, 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 StrongBuy and HEORX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 156B vs. HEORX (120M). CWIAX pays higher dividends than HEORX: CWIAX (1.35) vs HEORX (0.00). CWIAX was incepted earlier than HEORX: CWIAX (25 years) vs HEORX (10 years). HEORX (1.53) is less costly to investors than CWIAX (0.75). HEORX is a more actively managed with annual turnover of: 61.00 vs. CWIAX (44.00). HEORX has a lower initial minimum investment than CWIAX: HEORX (0) vs CWIAX (250). CWIAX annual gain was more profitable for investors over the last year : 17.18 vs. HEORX (12.38). CWIAX return over 5 years is better than : 39.81 vs. HEORX (15.75).
| CWIAX | HEORX | CWIAX / HEORX | |
| Total Expense Ratio | 0.75 | 1.41 | 53% |
| Annual Report Gross Expense Ratio | 0.75 | 1.53 | 49% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 17.028 | 13.521 | 126% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 120M | 130,000% |
| Annual Yield % from dividends | 1.35 | 0.00 | - |
| Returns for 1 year | 17.18 | 12.38 | 139% |
| Returns for 3 years | 54.75 | 40.35 | 136% |
| Returns for 5 years | 39.81 | 15.75 | 253% |
| Returns for 10 years | 115.53 | 80.66 | 143% |
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