Interact to see
Advertisement
Advertisement
CWIAX vs HEOSX
CWIAX vs HEOSX Comparison
Open Charts CWIAX vs HEOSX
CWIAX vs HEOSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. HEOSX 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 HEOSX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 158B vs. HEOSX (120M). CWIAX pays higher dividends than HEOSX: CWIAX (1.35) vs HEOSX (0.24). 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). CWIAX annual gain was more profitable for investors over the last year : 15.58 vs. HEOSX (12.21). CWIAX return over 5 years is better than : 35.78 vs. HEOSX (17.75).
| 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 | 14.012 | 12.783 | 110% |
| 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 | 0.24 | 569% |
| Returns for 1 year | 15.58 | 12.21 | 128% |
| Returns for 3 years | 44.07 | 29.93 | 147% |
| Returns for 5 years | 35.78 | 17.75 | 202% |
| Returns for 10 years | 114.66 | 84.97 | 135% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MCYAX | 16.00 | 0.44 | +2.83% |
| NYLI Candriam Emerging Markets Eq Cl A | |||
| TEQWX | 51.76 | 0.30 | +0.58% |
| Nuveen Equity Index W | |||
| MFWBX | 19.13 | -0.04 | -0.21% |
| MFS Global Total Return B | |||
| GSBDX | 20.03 | -0.11 | -0.55% |
| Goldman Sachs Small Cap Growth A | |||
| HRINX | 61.17 | -0.72 | -1.16% |
| Harbor International Administrative | |||