Interact to see
Advertisement
Advertisement
CWICX vs HEOYX
CWICX vs HEOYX Comparison
Open Charts CWICX vs HEOYX
CWICX vs HEOYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWICX vs. HEOYX commentary
Aug 23, 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 HEOYX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 156B vs. HEOYX (120M). CWICX pays higher dividends than HEOYX: CWICX (0.66) vs HEOYX (0.51). CWICX was incepted earlier than HEOYX: CWICX (25 years) vs HEOYX (10 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 : 16.27 vs. HEOYX (13.19). CWICX return over 5 years is better than : 34.51 vs. HEOYX (19.39).
| 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 | 10 years | - |
| Gain YTD | 16.442 | 13.960 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 120M | 130,000% |
| Annual Yield % from dividends | 0.66 | 0.51 | 130% |
| Returns for 1 year | 16.27 | 13.19 | 123% |
| Returns for 3 years | 51.19 | 43.17 | 119% |
| Returns for 5 years | 34.51 | 19.39 | 178% |
| Returns for 10 years | 99.65 | 86.10 | 116% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| HLFZX | 9.89 | 0.09 | +0.92% |
| Harding Loevner Frontier Emerg MktsInstZ | |||
| BQLCX | 24.29 | 0.12 | +0.50% |
| Bright Rock Quality Large Cap Instl | |||
| GSIMX | 24.12 | 0.11 | +0.46% |
| Goldman Sachs GQG Ptnrs Intl Opps Instl | |||
| PRJDX | 37.71 | 0.17 | +0.45% |
| PGIM Jennison Global Opportunities R4 | |||
| EKJAX | 9.55 | 0.04 | +0.42% |
| Allspring Premier Large Co Gr A | |||