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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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FWCGX vs. HEOTX commentary
Aug 30, 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 FWCGX is a Hold and HEOTX is a Buy.
FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 156B vs. HEOTX (118M). FWCGX pays higher dividends than HEOTX: FWCGX (1.60) vs HEOTX (0.50). FWCGX was incepted earlier than HEOTX: FWCGX (6 years) vs HEOTX (11 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). FWCGX annual gain was more profitable for investors over the last year : 15.42 vs. HEOTX (11.03). FWCGX return over 5 years is better than : 38.78 vs. HEOTX (16.21).
| 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 | 11 years | - |
| Gain YTD | 17.092 | 13.398 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 118M | 132,203% |
| Annual Yield % from dividends | 1.60 | 0.50 | 317% |
| Returns for 1 year | 15.42 | 11.03 | 140% |
| Returns for 3 years | 52.50 | 37.92 | 138% |
| Returns for 5 years | 38.78 | 16.21 | 239% |
| Returns for 10 years | N/A | 85.66 | - |
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