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CWICX vs HEOVX
CWICX vs HEOVX Comparison
Open Charts CWICX vs HEOVX
CWICX vs HEOVX Comparison Chart in %
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CWICX vs. HEOVX commentary
Jul 25, 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 HEOVX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 158B vs. HEOVX (120M). CWICX pays higher dividends than HEOVX: CWICX (0.66) vs HEOVX (0.58). CWICX was incepted earlier than HEOVX: CWICX (24 years) vs HEOVX (10 years). CWICX (1.52) is less costly to investors than HEOVX (0.82). HEOVX is a more actively managed with annual turnover of: 61.00 vs. CWICX (44.00). HEOVX has a lower initial minimum investment than CWICX: HEOVX (0) vs CWICX (250). CWICX annual gain was more profitable for investors over the last year : 10.90 vs. HEOVX (9.63). CWICX return over 5 years is better than : 27.90 vs. HEOVX (20.14).
| CWICX | HEOVX | CWICX / HEOVX | |
| Total Expense Ratio | 1.52 | 0.69 | 220% |
| Annual Report Gross Expense Ratio | 1.52 | 0.82 | 185% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 11.907 | 12.092 | 98% |
| 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 | 0.58 | 113% |
| Returns for 1 year | 10.90 | 9.63 | 113% |
| Returns for 3 years | 38.90 | 29.64 | 131% |
| Returns for 5 years | 27.90 | 20.14 | 139% |
| Returns for 10 years | 96.09 | 87.74 | 110% |
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