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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
Jun 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: 152B vs. HEOSX (132M). CWICX pays higher dividends than HEOSX: CWICX (0.69) vs HEOSX (0.22). 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). HEOSX annual gain was more profitable for investors over the last year : 25.96 vs. CWICX (21.49). CWICX return over 5 years is better than : 32.95 vs. HEOSX (28.47).
| 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 | 15.268 | 19.570 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152B | 132M | 115,152% |
| Annual Yield % from dividends | 0.69 | 0.22 | 307% |
| Returns for 1 year | 21.49 | 25.96 | 83% |
| Returns for 3 years | 51.09 | 44.25 | 115% |
| Returns for 5 years | 32.95 | 28.47 | 116% |
| Returns for 10 years | 106.26 | 100.09 | 106% |
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