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CWICX vs HEOYX
CWICX vs HEOYX Comparison
Open Charts CWICX vs HEOYX
CWICX vs HEOYX Comparison Chart in %
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CWICX vs. HEOYX commentary
Sep 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 HEOYX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 158B vs. HEOYX (113M). CWICX pays higher dividends than HEOYX: CWICX (0.65) vs HEOYX (0.51). CWICX was incepted earlier than HEOYX: CWICX (25 years) vs HEOYX (11 years). CWICX (1.52) is less costly to investors than HEOYX (0.92). HEOYX is a more actively managed with annual turnover of: 61.00 vs. CWICX (44.00). CWICX has a lower initial minimum investment than HEOYX: CWICX (250) vs HEOYX (250000). CWICX annual gain was more profitable for investors over the last year : 10.61 vs. HEOYX (8.24). CWICX return over 5 years is better than : 30.33 vs. HEOYX (13.95).
| CWICX | HEOYX | CWICX / HEOYX | |
| Total Expense Ratio | 1.52 | 0.79 | 192% |
| Annual Report Gross Expense Ratio | 1.52 | 0.92 | 165% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | 15.368 | 10.234 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 113M | 139,823% |
| Annual Yield % from dividends | 0.65 | 0.51 | 128% |
| Returns for 1 year | 10.61 | 8.24 | 129% |
| Returns for 3 years | 48.18 | 36.90 | 131% |
| Returns for 5 years | 30.33 | 13.95 | 217% |
| Returns for 10 years | 102.33 | 85.32 | 120% |
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