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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
Jun 04, 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: 152B vs. HEOMX (132M). CWICX pays higher dividends than HEOMX: CWICX (0.69) vs HEOMX (0.16). CWICX was incepted earlier than HEOMX: CWICX (24 years) vs HEOMX (10 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). HEOMX annual gain was more profitable for investors over the last year : 26.06 vs. CWICX (21.49). CWICX return over 5 years is better than : 32.95 vs. HEOMX (28.12).
| CWICX | HEOMX | CWICX / HEOMX | |
| Total Expense Ratio | 1.52 | 1.19 | 128% |
| Annual Report Gross Expense Ratio | 1.52 | 1.19 | 128% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 15.268 | 19.401 | 79% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152B | 132M | 115,152% |
| Annual Yield % from dividends | 0.69 | 0.16 | 444% |
| Returns for 1 year | 21.49 | 26.06 | 82% |
| Returns for 3 years | 51.09 | 44.26 | 115% |
| Returns for 5 years | 32.95 | 28.12 | 117% |
| Returns for 10 years | 106.26 | 98.57 | 108% |
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