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CWIAX vs HEOSX
CWIAX vs HEOSX Comparison
Open Charts CWIAX vs HEOSX
CWIAX vs HEOSX Comparison Chart in %
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CWIAX vs. HEOSX 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 HEOSX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 158B vs. HEOSX (124M). CWIAX pays higher dividends than HEOSX: CWIAX (1.34) vs HEOSX (0.23). CWIAX was incepted earlier than HEOSX: CWIAX (24 years) vs HEOSX (10 years). HEOSX (1.23) is less costly to investors than CWIAX (0.75). HEOSX is a more actively managed with annual turnover of: 61.00 vs. CWIAX (44.00). HEOSX has a lower initial minimum investment than CWIAX: HEOSX (0) vs CWIAX (250). HEOSX annual gain was more profitable for investors over the last year : 15.22 vs. CWIAX (14.13). CWIAX return over 5 years is better than : 33.82 vs. HEOSX (21.99).
| CWIAX | HEOSX | CWIAX / HEOSX | |
| Total Expense Ratio | 0.75 | 1.11 | 68% |
| Annual Report Gross Expense Ratio | 0.75 | 1.23 | 61% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 13.234 | 15.158 | 87% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 124M | 127,419% |
| Annual Yield % from dividends | 1.34 | 0.23 | 595% |
| Returns for 1 year | 14.13 | 15.22 | 93% |
| Returns for 3 years | 44.11 | 32.15 | 137% |
| Returns for 5 years | 33.82 | 21.99 | 154% |
| Returns for 10 years | 113.34 | 89.52 | 127% |
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