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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
Jun 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 Buy and HEOYX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 152B vs. HEOYX (132M). CWIAX pays higher dividends than HEOYX: CWIAX (1.33) vs HEOYX (0.48). CWIAX was incepted earlier than HEOYX: CWIAX (24 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). HEOYX annual gain was more profitable for investors over the last year : 26.61 vs. CWIAX (22.44). CWIAX return over 5 years is better than : 38.19 vs. HEOYX (30.69).
| CWIAX | HEOYX | CWIAX / HEOYX | |
| Total Expense Ratio | 0.75 | 0.79 | 95% |
| Annual Report Gross Expense Ratio | 0.75 | 0.92 | 82% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 15.652 | 19.633 | 80% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152B | 132M | 115,152% |
| Annual Yield % from dividends | 1.33 | 0.48 | 276% |
| Returns for 1 year | 22.44 | 26.61 | 84% |
| Returns for 3 years | 54.65 | 45.90 | 119% |
| Returns for 5 years | 38.19 | 30.69 | 124% |
| Returns for 10 years | 122.63 | 104.85 | 117% |
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