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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
Jun 24, 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 Hold and HEOSX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 160B vs. HEOSX (130M). CWIAX pays higher dividends than HEOSX: CWIAX (1.33) vs HEOSX (0.22). 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 : 25.15 vs. CWIAX (21.85). CWIAX return over 5 years is better than : 38.04 vs. HEOSX (27.34).
| 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 | 15.640 | 18.382 | 85% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 130M | 123,077% |
| Annual Yield % from dividends | 1.33 | 0.22 | 593% |
| Returns for 1 year | 21.85 | 25.15 | 87% |
| Returns for 3 years | 53.22 | 43.01 | 124% |
| Returns for 5 years | 38.04 | 27.34 | 139% |
| Returns for 10 years | 132.03 | 106.12 | 124% |
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