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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
Sep 13, 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 (115M). CWIAX pays higher dividends than HEOSX: CWIAX (1.33) vs HEOSX (0.24). CWIAX was incepted earlier than HEOSX: CWIAX (25 years) vs HEOSX (11 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 : 11.49 vs. HEOSX (7.93). CWIAX return over 5 years is better than : 35.48 vs. HEOSX (11.99).
| CWIAX | HEOSX | CWIAX / HEOSX | |
| Total Expense Ratio | 0.75 | 1.11 | 68% |
| Annual Report Gross Expense Ratio | 0.75 | 1.23 | 61% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | 16.008 | 10.124 | 158% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 115M | 137,391% |
| Annual Yield % from dividends | 1.33 | 0.24 | 558% |
| Returns for 1 year | 11.49 | 7.93 | 145% |
| Returns for 3 years | 51.66 | 35.41 | 146% |
| Returns for 5 years | 35.48 | 11.99 | 296% |
| Returns for 10 years | 118.42 | 81.08 | 146% |
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