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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 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 HEOTX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 158B vs. HEOTX (120M). CWICX pays higher dividends than HEOTX: CWICX (0.66) vs HEOTX (0.50). CWICX was incepted earlier than HEOTX: CWICX (24 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 : 14.67 vs. HEOTX (12.40). CWICX return over 5 years is better than : 30.63 vs. HEOTX (19.31).
| CWICX | HEOTX | CWICX / HEOTX | |
| Total Expense Ratio | 1.52 | 0.81 | 188% |
| Annual Report Gross Expense Ratio | 1.52 | 0.93 | 163% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 13.489 | 12.885 | 105% |
| 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 | 0.50 | 131% |
| Returns for 1 year | 14.67 | 12.40 | 118% |
| Returns for 3 years | 40.76 | 31.15 | 131% |
| Returns for 5 years | 30.63 | 19.31 | 159% |
| Returns for 10 years | 98.86 | 88.02 | 112% |
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