Interact to see
Advertisement
Advertisement
CWICX vs HEOIX
CWICX vs HEOIX Comparison
Open Charts CWICX vs HEOIX
CWICX vs HEOIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWICX vs. HEOIX 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 HEOIX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 158B vs. HEOIX (115M). CWICX pays higher dividends than HEOIX: CWICX (0.65) vs HEOIX (0.43). CWICX was incepted earlier than HEOIX: CWICX (25 years) vs HEOIX (11 years). CWICX (1.52) is less costly to investors than HEOIX (0.94). HEOIX is a more actively managed with annual turnover of: 61.00 vs. CWICX (44.00). CWICX has a lower initial minimum investment than HEOIX: CWICX (250) vs HEOIX (2000). CWICX annual gain was more profitable for investors over the last year : 10.61 vs. HEOIX (8.04). CWICX return over 5 years is better than : 30.33 vs. HEOIX (13.12).
| CWICX | HEOIX | CWICX / HEOIX | |
| Total Expense Ratio | 1.52 | 0.89 | 171% |
| Annual Report Gross Expense Ratio | 1.52 | 0.94 | 162% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | 15.368 | 10.119 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 115M | 137,391% |
| Annual Yield % from dividends | 0.65 | 0.43 | 151% |
| Returns for 1 year | 10.61 | 8.04 | 132% |
| Returns for 3 years | 48.18 | 36.30 | 133% |
| Returns for 5 years | 30.33 | 13.12 | 231% |
| Returns for 10 years | 102.33 | 82.07 | 125% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MCEFX | 12.85 | 0.11 | +0.86% |
| BlackRock International Select Eq Inv C | |||
| ADGGX | 24.86 | 0.20 | +0.81% |
| American Century Disciplined Growth R5 | |||
| PURYX | 64.75 | N/A | N/A |
| Putnam U.S. Research Y | |||
| VEUPX | 212.92 | N/A | N/A |
| Vanguard European Stock Instl Plus | |||
| PRJZX | 36.51 | N/A | N/A |
| PGIM Jennison Global Opportunities Z | |||