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CWICX vs HEOMX
CWICX vs HEOMX Comparison
Open Charts CWICX vs HEOMX
CWICX vs HEOMX Comparison Chart in %
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CWICX vs. HEOMX 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 HEOMX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 158B vs. HEOMX (113M). CWICX pays higher dividends than HEOMX: CWICX (0.65) vs HEOMX (0.16). CWICX was incepted earlier than HEOMX: CWICX (25 years) vs HEOMX (11 years). CWICX (1.52) is less costly to investors than HEOMX (1.19). HEOMX is a more actively managed with annual turnover of: 61.00 vs. CWICX (44.00). CWICX has a lower initial minimum investment than HEOMX: CWICX (250) vs HEOMX (2000). CWICX annual gain was more profitable for investors over the last year : 10.61 vs. HEOMX (7.80). CWICX return over 5 years is better than : 30.33 vs. HEOMX (11.74).
| CWICX | HEOMX | CWICX / HEOMX | |
| Total Expense Ratio | 1.52 | 1.19 | 128% |
| Annual Report Gross Expense Ratio | 1.52 | 1.19 | 128% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | 15.368 | 9.922 | 155% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 113M | 139,823% |
| Annual Yield % from dividends | 0.65 | 0.16 | 395% |
| Returns for 1 year | 10.61 | 7.80 | 136% |
| Returns for 3 years | 48.18 | 35.33 | 136% |
| Returns for 5 years | 30.33 | 11.74 | 258% |
| Returns for 10 years | 102.33 | 79.63 | 129% |
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