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CWICX vs HEOSX
CWICX vs HEOSX Comparison
Open Charts CWICX vs HEOSX
CWICX vs HEOSX Comparison Chart in %
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CWICX vs. HEOSX 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 HEOSX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 158B vs. HEOSX (120M). CWICX pays higher dividends than HEOSX: CWICX (0.66) vs HEOSX (0.24). CWICX was incepted earlier than HEOSX: CWICX (24 years) vs HEOSX (10 years). CWICX (1.52) is less costly to investors than HEOSX (1.23). HEOSX is a more actively managed with annual turnover of: 61.00 vs. CWICX (44.00). HEOSX has a lower initial minimum investment than CWICX: HEOSX (0) vs CWICX (250). CWICX annual gain was more profitable for investors over the last year : 14.67 vs. HEOSX (12.21). CWICX return over 5 years is better than : 30.63 vs. HEOSX (17.75).
| CWICX | HEOSX | CWICX / HEOSX | |
| Total Expense Ratio | 1.52 | 1.11 | 137% |
| Annual Report Gross Expense Ratio | 1.52 | 1.23 | 124% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 13.489 | 12.783 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 120M | 131,667% |
| Annual Yield % from dividends | 0.66 | 0.24 | 279% |
| Returns for 1 year | 14.67 | 12.21 | 120% |
| Returns for 3 years | 40.76 | 29.93 | 136% |
| Returns for 5 years | 30.63 | 17.75 | 173% |
| Returns for 10 years | 98.86 | 84.97 | 116% |
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