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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
Sep 04, 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 HEOVX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 156B vs. HEOVX (115M). CWICX pays higher dividends than HEOVX: CWICX (0.65) vs HEOVX (0.61). CWICX was incepted earlier than HEOVX: CWICX (25 years) vs HEOVX (11 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 : 15.24 vs. HEOVX (11.37). CWICX return over 5 years is better than : 29.48 vs. HEOVX (13.41).
| CWICX | HEOVX | CWICX / HEOVX | |
| Total Expense Ratio | 1.52 | 0.69 | 220% |
| Annual Report Gross Expense Ratio | 1.52 | 0.82 | 185% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | 16.046 | 11.404 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 115M | 135,652% |
| Annual Yield % from dividends | 0.65 | 0.61 | 106% |
| Returns for 1 year | 15.24 | 11.37 | 134% |
| Returns for 3 years | 47.41 | 35.69 | 133% |
| Returns for 5 years | 29.48 | 13.41 | 220% |
| Returns for 10 years | 98.97 | 82.97 | 119% |
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