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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
Jul 12, 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 (124M). CWIAX pays higher dividends than HEOTX: CWIAX (1.34) vs HEOTX (0.48). 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 (15.03) and HEOTX (14.80) have marching annual gain over last year. CWIAX return over 5 years is better than : 35.73 vs. HEOTX (23.00).
| 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 | 14.621 | 15.165 | 96% |
| 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 | 0.48 | 280% |
| Returns for 1 year | 15.03 | 14.80 | 102% |
| Returns for 3 years | 49.34 | 35.92 | 137% |
| Returns for 5 years | 35.73 | 23.00 | 155% |
| Returns for 10 years | 117.26 | 93.15 | 126% |
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