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CWICX vs HEOIX
CWICX vs HEOIX Comparison
Open Charts CWICX vs HEOIX
CWICX vs HEOIX Comparison Chart in %
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CWICX vs. HEOIX commentary
Aug 03, 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 (120M). CWICX pays higher dividends than HEOIX: CWICX (0.66) vs HEOIX (0.43). CWICX was incepted earlier than HEOIX: CWICX (24 years) vs HEOIX (10 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 : 14.67 vs. HEOIX (12.32). CWICX return over 5 years is better than : 30.63 vs. HEOIX (18.93).
| CWICX | HEOIX | CWICX / HEOIX | |
| Total Expense Ratio | 1.52 | 0.89 | 171% |
| Annual Report Gross Expense Ratio | 1.52 | 0.94 | 162% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 13.489 | 12.776 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 120M | 131,667% |
| Annual Yield % from dividends | 0.66 | 0.43 | 154% |
| Returns for 1 year | 14.67 | 12.32 | 119% |
| Returns for 3 years | 40.76 | 30.87 | 132% |
| Returns for 5 years | 30.63 | 18.93 | 162% |
| Returns for 10 years | 98.86 | 85.98 | 115% |
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