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CWIAX vs HEOVX
CWIAX vs HEOVX Comparison
Open Charts CWIAX vs HEOVX
CWIAX vs HEOVX Comparison Chart in %
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CWIAX vs. HEOVX commentary
Jun 15, 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 HEOVX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 160B vs. HEOVX (128M). CWIAX pays higher dividends than HEOVX: CWIAX (1.33) vs HEOVX (0.58). CWIAX was incepted earlier than HEOVX: CWIAX (24 years) vs HEOVX (10 years). HEOVX (0.82) is less costly to investors than CWIAX (0.75). HEOVX is a more actively managed with annual turnover of: 61.00 vs. CWIAX (44.00). HEOVX has a lower initial minimum investment than CWIAX: HEOVX (0) vs CWIAX (250). HEOVX annual gain was more profitable for investors over the last year : 20.51 vs. CWIAX (17.89). CWIAX return over 5 years is better than : 34.68 vs. HEOVX (26.66).
| CWIAX | HEOVX | CWIAX / HEOVX | |
| Total Expense Ratio | 0.75 | 0.69 | 109% |
| Annual Report Gross Expense Ratio | 0.75 | 0.82 | 91% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 13.637 | 16.504 | 83% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 128M | 125,000% |
| Annual Yield % from dividends | 1.33 | 0.58 | 229% |
| Returns for 1 year | 17.89 | 20.51 | 87% |
| Returns for 3 years | 48.94 | 38.87 | 126% |
| Returns for 5 years | 34.68 | 26.66 | 130% |
| Returns for 10 years | 125.44 | 104.47 | 120% |
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