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FWCGX vs HEOTX
FWCGX vs HEOTX Comparison
Open Charts FWCGX vs HEOTX
FWCGX vs HEOTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 160B vs. HEOTX (128M). FWCGX pays higher dividends than HEOTX: FWCGX (1.57) vs HEOTX (0.48). FWCGX was incepted earlier than HEOTX: FWCGX (6 years) vs HEOTX (10 years). HEOTX (0.93) is less costly to investors than FWCGX (0.46). HEOTX is a more actively managed with annual turnover of: 61.00 vs. FWCGX (44.00). HEOTX has a lower initial minimum investment than FWCGX: HEOTX (0) vs FWCGX (250). HEOTX annual gain was more profitable for investors over the last year : 19.95 vs. FWCGX (16.98). FWCGX return over 5 years is better than : 39.02 vs. HEOTX (27.03).
| FWCGX | HEOTX | FWCGX / HEOTX | |
| Total Expense Ratio | 0.46 | 0.81 | 57% |
| Annual Report Gross Expense Ratio | 0.46 | 0.93 | 49% |
| Fund Existence | 6 years | 10 years | - |
| Gain YTD | 15.257 | 17.959 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 128M | 125,000% |
| Annual Yield % from dividends | 1.57 | 0.48 | 330% |
| Returns for 1 year | 16.98 | 19.95 | 85% |
| Returns for 3 years | 50.87 | 39.40 | 129% |
| Returns for 5 years | 39.02 | 27.03 | 144% |
| Returns for 10 years | N/A | 100.99 | - |
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