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CWIAX vs HEOTX
CWIAX vs HEOTX Comparison
Open Charts CWIAX vs HEOTX
CWIAX vs HEOTX Comparison Chart in %
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CWIAX vs. HEOTX 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 HEOTX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 158B vs. HEOTX (120M). CWIAX pays higher dividends than HEOTX: CWIAX (1.35) vs HEOTX (0.50). CWIAX was incepted earlier than HEOTX: CWIAX (24 years) vs HEOTX (10 years). HEOTX (0.93) is less costly to investors than CWIAX (0.75). HEOTX is a more actively managed with annual turnover of: 61.00 vs. CWIAX (44.00). HEOTX has a lower initial minimum investment than CWIAX: HEOTX (0) vs CWIAX (250). CWIAX annual gain was more profitable for investors over the last year : 15.58 vs. HEOTX (12.40). CWIAX return over 5 years is better than : 35.78 vs. HEOTX (19.31).
| CWIAX | HEOTX | CWIAX / HEOTX | |
| Total Expense Ratio | 0.75 | 0.81 | 93% |
| Annual Report Gross Expense Ratio | 0.75 | 0.93 | 81% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 14.012 | 12.885 | 109% |
| 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 | 0.50 | 268% |
| Returns for 1 year | 15.58 | 12.40 | 126% |
| Returns for 3 years | 44.07 | 31.15 | 141% |
| Returns for 5 years | 35.78 | 19.31 | 185% |
| Returns for 10 years | 114.66 | 88.02 | 130% |
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