Interact to see
Advertisement
Advertisement
CWIAX vs HEORX
CWIAX vs HEORX Comparison
Open Charts CWIAX vs HEORX
CWIAX vs HEORX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. HEORX 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 HEORX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 158B vs. HEORX (120M). CWIAX pays higher dividends than HEORX: CWIAX (1.35) vs HEORX (0.00). CWIAX was incepted earlier than HEORX: CWIAX (24 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 : 15.58 vs. HEORX (11.70). CWIAX return over 5 years is better than : 35.78 vs. HEORX (15.99).
| CWIAX | HEORX | CWIAX / HEORX | |
| Total Expense Ratio | 0.75 | 1.41 | 53% |
| Annual Report Gross Expense Ratio | 0.75 | 1.53 | 49% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 14.012 | 12.394 | 113% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 120M | 131,667% |
| Annual Yield % from dividends | 1.35 | 0.00 | - |
| Returns for 1 year | 15.58 | 11.70 | 133% |
| Returns for 3 years | 44.07 | 28.76 | 153% |
| Returns for 5 years | 35.78 | 15.99 | 224% |
| Returns for 10 years | 114.66 | 83.52 | 137% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers