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CWICX vs HEOFX
CWICX vs HEOFX Comparison
Open Charts CWICX vs HEOFX
CWICX vs HEOFX Comparison Chart in %
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CWICX vs. HEOFX 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 CWICX is a Buy and HEOFX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 158B vs. HEOFX (115M). CWICX pays higher dividends than HEOFX: CWICX (0.65) vs HEOFX (0.59). CWICX was incepted earlier than HEOFX: CWICX (25 years) vs HEOFX (10 years). CWICX (1.52) is less costly to investors than HEOFX (0.81). HEOFX is a more actively managed with annual turnover of: 61.00 vs. CWICX (44.00). CWICX has a lower initial minimum investment than HEOFX: CWICX (250) vs HEOFX (1000000). CWICX annual gain was more profitable for investors over the last year : 10.61 vs. HEOFX (8.41). CWICX return over 5 years is better than : 30.33 vs. HEOFX (14.70).
| CWICX | HEOFX | CWICX / HEOFX | |
| Total Expense Ratio | 1.52 | 0.69 | 220% |
| Annual Report Gross Expense Ratio | 1.52 | 0.81 | 188% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 15.368 | 10.330 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 115M | 137,391% |
| Annual Yield % from dividends | 0.65 | 0.59 | 110% |
| Returns for 1 year | 10.61 | 8.41 | 126% |
| Returns for 3 years | 48.18 | 37.49 | 129% |
| Returns for 5 years | 30.33 | 14.70 | 206% |
| Returns for 10 years | 102.33 | N/A | - |
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