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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
Jul 25, 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 Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 158B vs. HEOVX (120M). CWIAX pays higher dividends than HEOVX: CWIAX (1.34) 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). CWIAX annual gain was more profitable for investors over the last year : 11.78 vs. HEOVX (9.63). CWIAX return over 5 years is better than : 32.95 vs. HEOVX (20.14).
| 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 | 12.413 | 12.092 | 103% |
| 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 | 1.34 | 0.58 | 230% |
| Returns for 1 year | 11.78 | 9.63 | 122% |
| Returns for 3 years | 42.17 | 29.64 | 142% |
| Returns for 5 years | 32.95 | 20.14 | 164% |
| Returns for 10 years | 111.70 | 87.74 | 127% |
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