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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
Jul 12, 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 (124M). CWICX pays higher dividends than HEOTX: CWICX (0.66) vs HEOTX (0.48). 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). HEOTX (14.80) and CWICX (14.11) have marching annual gain over last year. CWICX return over 5 years is better than : 30.57 vs. HEOTX (23.00).
| 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 | 14.139 | 15.165 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 124M | 127,419% |
| Annual Yield % from dividends | 0.66 | 0.48 | 137% |
| Returns for 1 year | 14.11 | 14.80 | 95% |
| Returns for 3 years | 45.90 | 35.92 | 128% |
| Returns for 5 years | 30.57 | 23.00 | 133% |
| Returns for 10 years | 101.26 | 93.15 | 109% |
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