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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 23, 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 StrongBuy and HEOTX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 156B vs. HEOTX (120M). CWIAX pays higher dividends than HEOTX: CWIAX (1.35) vs HEOTX (0.50). CWIAX was incepted earlier than HEOTX: CWIAX (25 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 : 17.18 vs. HEOTX (13.08). CWIAX return over 5 years is better than : 39.81 vs. HEOTX (19.06).
| CWIAX | HEOTX | CWIAX / HEOTX | |
| Total Expense Ratio | 0.75 | 0.81 | 93% |
| Annual Report Gross Expense Ratio | 0.75 | 0.93 | 81% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 17.028 | 14.025 | 121% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 120M | 130,000% |
| Annual Yield % from dividends | 1.35 | 0.50 | 268% |
| Returns for 1 year | 17.18 | 13.08 | 131% |
| Returns for 3 years | 54.75 | 42.96 | 127% |
| Returns for 5 years | 39.81 | 19.06 | 209% |
| Returns for 10 years | 115.53 | 85.11 | 136% |
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