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CWICX vs HEORX
CWICX vs HEORX Comparison
Open Charts CWICX vs HEORX
CWICX vs HEORX Comparison Chart in %
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CWICX vs. HEORX commentary
Jun 24, 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 Hold and HEORX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 160B vs. HEORX (131M). CWICX pays higher dividends than HEORX: CWICX (0.69) vs HEORX (0.00). CWICX was incepted earlier than HEORX: CWICX (24 years) vs HEORX (10 years). HEORX (1.53) and CWICX (1.52) have similar cost to investors . HEORX is a more actively managed with annual turnover of: 61.00 vs. CWICX (44.00). HEORX has a lower initial minimum investment than CWICX: HEORX (0) vs CWICX (250). HEORX annual gain was more profitable for investors over the last year : 24.76 vs. CWICX (20.88). CWICX return over 5 years is better than : 32.81 vs. HEORX (25.55).
| CWICX | HEORX | CWICX / HEORX | |
| Total Expense Ratio | 1.52 | 1.41 | 108% |
| Annual Report Gross Expense Ratio | 1.52 | 1.53 | 99% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 15.199 | 18.085 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 131M | 122,137% |
| Annual Yield % from dividends | 0.69 | 0.00 | - |
| Returns for 1 year | 20.88 | 24.76 | 84% |
| Returns for 3 years | 49.71 | 41.85 | 119% |
| Returns for 5 years | 32.81 | 25.55 | 128% |
| Returns for 10 years | 114.97 | 104.71 | 110% |
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