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CWICX vs HEOTX
CWICX vs HEOTX Comparison
Open Charts CWICX vs HEOTX
CWICX vs HEOTX Comparison Chart in %
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CWICX vs. HEOTX commentary
Aug 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 StrongBuy and HEOTX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 156B vs. HEOTX (120M). CWICX pays higher dividends than HEOTX: CWICX (0.66) vs HEOTX (0.50). CWICX was incepted earlier than HEOTX: CWICX (25 years) vs HEOTX (10 years). CWICX (1.52) is less costly to investors than HEOTX (0.93). HEOTX is a more actively managed with annual turnover of: 61.00 vs. CWICX (44.00). HEOTX has a lower initial minimum investment than CWICX: HEOTX (0) vs CWICX (250). CWICX annual gain was more profitable for investors over the last year : 16.27 vs. HEOTX (13.08). CWICX return over 5 years is better than : 34.51 vs. HEOTX (19.06).
| CWICX | HEOTX | CWICX / HEOTX | |
| Total Expense Ratio | 1.52 | 0.81 | 188% |
| Annual Report Gross Expense Ratio | 1.52 | 0.93 | 163% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 16.442 | 14.025 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 120M | 130,000% |
| Annual Yield % from dividends | 0.66 | 0.50 | 131% |
| Returns for 1 year | 16.27 | 13.08 | 124% |
| Returns for 3 years | 51.19 | 42.96 | 119% |
| Returns for 5 years | 34.51 | 19.06 | 181% |
| Returns for 10 years | 99.65 | 85.11 | 117% |
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