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CWIAX vs HEOYX
CWIAX vs HEOYX Comparison
Open Charts CWIAX vs HEOYX
CWIAX vs HEOYX Comparison Chart in %
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CWIAX vs. HEOYX commentary
Sep 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 HEOYX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 158B vs. HEOYX (113M). CWIAX pays higher dividends than HEOYX: CWIAX (1.33) vs HEOYX (0.51). CWIAX was incepted earlier than HEOYX: CWIAX (25 years) vs HEOYX (11 years). HEOYX (0.92) is less costly to investors than CWIAX (0.75). HEOYX is a more actively managed with annual turnover of: 61.00 vs. CWIAX (44.00). CWIAX has a lower initial minimum investment than HEOYX: CWIAX (250) vs HEOYX (250000). CWIAX annual gain was more profitable for investors over the last year : 11.49 vs. HEOYX (8.24). CWIAX return over 5 years is better than : 35.48 vs. HEOYX (13.95).
| CWIAX | HEOYX | CWIAX / HEOYX | |
| Total Expense Ratio | 0.75 | 0.79 | 95% |
| Annual Report Gross Expense Ratio | 0.75 | 0.92 | 82% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | 16.008 | 10.234 | 156% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 113M | 139,823% |
| Annual Yield % from dividends | 1.33 | 0.51 | 260% |
| Returns for 1 year | 11.49 | 8.24 | 140% |
| Returns for 3 years | 51.66 | 36.90 | 140% |
| Returns for 5 years | 35.48 | 13.95 | 254% |
| Returns for 10 years | 118.42 | 85.32 | 139% |
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