Interact to see
Advertisement
Advertisement
CWIAX vs HEOYX
CWIAX vs HEOYX Comparison
Open Charts CWIAX vs HEOYX
CWIAX vs HEOYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. HEOYX 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 HEOYX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 156B vs. HEOYX (120M). CWIAX pays higher dividends than HEOYX: CWIAX (1.35) vs HEOYX (0.51). CWIAX was incepted earlier than HEOYX: CWIAX (25 years) vs HEOYX (10 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 : 17.18 vs. HEOYX (13.19). CWIAX return over 5 years is better than : 39.81 vs. HEOYX (19.39).
| 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 | 10 years | - |
| Gain YTD | 17.028 | 13.960 | 122% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 120M | 130,000% |
| Annual Yield % from dividends | 1.35 | 0.51 | 265% |
| Returns for 1 year | 17.18 | 13.19 | 130% |
| Returns for 3 years | 54.75 | 43.17 | 127% |
| Returns for 5 years | 39.81 | 19.39 | 205% |
| Returns for 10 years | 115.53 | 86.10 | 134% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement