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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
Aug 21, 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 Hold and HEOFX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 156B vs. HEOFX (121M). CWICX pays higher dividends than HEOFX: CWICX (0.66) vs HEOFX (0.59). CWICX was incepted earlier than HEOFX: CWICX (25 years) vs HEOFX (9 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 : 14.76 vs. HEOFX (11.64). CWICX return over 5 years is better than : 33.50 vs. HEOFX (20.41).
| 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 | 9 years | - |
| Gain YTD | 15.566 | 14.231 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 121M | 128,926% |
| Annual Yield % from dividends | 0.66 | 0.59 | 112% |
| Returns for 1 year | 14.76 | 11.64 | 127% |
| Returns for 3 years | 50.81 | 44.28 | 115% |
| Returns for 5 years | 33.50 | 20.41 | 164% |
| Returns for 10 years | 98.71 | N/A | - |
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