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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
Jun 15, 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 Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 160B vs. HEOVX (128M). CWICX pays higher dividends than HEOVX: CWICX (0.69) 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). HEOVX annual gain was more profitable for investors over the last year : 20.51 vs. CWICX (16.96). CWICX return over 5 years is better than : 29.59 vs. HEOVX (26.66).
| 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 | 13.238 | 16.504 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 128M | 125,000% |
| Annual Yield % from dividends | 0.69 | 0.58 | 119% |
| Returns for 1 year | 16.96 | 20.51 | 83% |
| Returns for 3 years | 45.52 | 38.87 | 117% |
| Returns for 5 years | 29.59 | 26.66 | 111% |
| Returns for 10 years | 108.86 | 104.47 | 104% |
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