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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
Jul 31, 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 (117M). CWICX pays higher dividends than HEOFX: CWICX (0.66) vs HEOFX (0.56). CWICX was incepted earlier than HEOFX: CWICX (24 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 : 12.93 vs. HEOFX (8.25). CWICX return over 5 years is better than : 29.48 vs. HEOFX (16.68).
| CWICX | HEOFX | CWICX / HEOFX | |
| Total Expense Ratio | 1.52 | 0.69 | 220% |
| Annual Report Gross Expense Ratio | 1.52 | 0.81 | 188% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 12.486 | 9.341 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 117M | 135,043% |
| Annual Yield % from dividends | 0.66 | 0.56 | 117% |
| Returns for 1 year | 12.93 | 8.25 | 157% |
| Returns for 3 years | 38.95 | 27.00 | 144% |
| Returns for 5 years | 29.48 | 16.68 | 177% |
| Returns for 10 years | 95.79 | N/A | - |
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