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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
Jul 14, 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 (124M). CWICX pays higher dividends than HEOYX: CWICX (0.66) vs HEOYX (0.48). CWICX was incepted earlier than HEOYX: CWICX (24 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). HEOYX annual gain was more profitable for investors over the last year : 15.60 vs. CWICX (13.22). CWICX return over 5 years is better than : 28.73 vs. HEOYX (24.15).
| CWICX | HEOYX | CWICX / HEOYX | |
| Total Expense Ratio | 1.52 | 0.79 | 192% |
| Annual Report Gross Expense Ratio | 1.52 | 0.92 | 165% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 12.755 | 15.239 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 124M | 127,419% |
| Annual Yield % from dividends | 0.66 | 0.48 | 136% |
| Returns for 1 year | 13.22 | 15.60 | 85% |
| Returns for 3 years | 40.81 | 33.62 | 121% |
| Returns for 5 years | 28.73 | 24.15 | 119% |
| Returns for 10 years | 97.62 | 94.07 | 104% |
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