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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
Sep 04, 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 HEOVX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 156B vs. HEOVX (115M). CWIAX pays higher dividends than HEOVX: CWIAX (1.33) vs HEOVX (0.61). CWIAX was incepted earlier than HEOVX: CWIAX (25 years) vs HEOVX (11 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). CWIAX annual gain was more profitable for investors over the last year : 16.15 vs. HEOVX (11.37). CWIAX return over 5 years is better than : 34.59 vs. HEOVX (13.41).
| CWIAX | HEOVX | CWIAX / HEOVX | |
| Total Expense Ratio | 0.75 | 0.69 | 109% |
| Annual Report Gross Expense Ratio | 0.75 | 0.82 | 91% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | 16.659 | 11.404 | 146% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 115M | 135,652% |
| Annual Yield % from dividends | 1.33 | 0.61 | 216% |
| Returns for 1 year | 16.15 | 11.37 | 142% |
| Returns for 3 years | 50.85 | 35.69 | 143% |
| Returns for 5 years | 34.59 | 13.41 | 258% |
| Returns for 10 years | 114.80 | 82.97 | 138% |
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