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FCWGX vs HEOTX
FCWGX vs HEOTX Comparison
Open Charts FCWGX vs HEOTX
FCWGX vs HEOTX Comparison Chart in %
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FCWGX vs. HEOTX commentary
Sep 03, 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 FCWGX is a Hold and HEOTX is a Hold.
FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 156B vs. HEOTX (117M). FCWGX pays higher dividends than HEOTX: FCWGX (1.53) vs HEOTX (0.50). FCWGX was incepted earlier than HEOTX: FCWGX (6 years) vs HEOTX (11 years). HEOTX (0.93) is less costly to investors than FCWGX (0.51). HEOTX is a more actively managed with annual turnover of: 61.00 vs. FCWGX (44.00). HEOTX has a lower initial minimum investment than FCWGX: HEOTX (0) vs FCWGX (250). FCWGX annual gain was more profitable for investors over the last year : 14.94 vs. HEOTX (11.27). FCWGX return over 5 years is better than : 35.47 vs. HEOTX (14.34).
| FCWGX | HEOTX | FCWGX / HEOTX | |
| Total Expense Ratio | 0.51 | 0.81 | 63% |
| Annual Report Gross Expense Ratio | 0.51 | 0.93 | 55% |
| Fund Existence | 6 years | 11 years | - |
| Gain YTD | 15.931 | 12.828 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 117M | 133,333% |
| Annual Yield % from dividends | 1.53 | 0.50 | 303% |
| Returns for 1 year | 14.94 | 11.27 | 133% |
| Returns for 3 years | 50.91 | 37.04 | 137% |
| Returns for 5 years | 35.47 | 14.34 | 247% |
| Returns for 10 years | N/A | 83.63 | - |
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