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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 05, 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: 160B vs. HEOVX (126M). 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). HEOVX annual gain was more profitable for investors over the last year : 17.41 vs. CWICX (14.79). CWICX return over 5 years is better than : 30.00 vs. HEOVX (25.62).
| 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 | 13.758 | 16.447 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 126M | 126,984% |
| Annual Yield % from dividends | 0.66 | 0.58 | 113% |
| Returns for 1 year | 14.79 | 17.41 | 85% |
| Returns for 3 years | 44.86 | 37.70 | 119% |
| Returns for 5 years | 30.00 | 25.62 | 117% |
| Returns for 10 years | 104.70 | 100.21 | 104% |
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