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FWGIX vs HEOTX
FWGIX vs HEOTX Comparison
Open Charts FWGIX vs HEOTX
FWGIX vs HEOTX Comparison Chart in %
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FWGIX vs. HEOTX commentary
Aug 26, 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 FWGIX is a StrongBuy and HEOTX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 156B vs. HEOTX (119M). FWGIX pays higher dividends than HEOTX: FWGIX (1.64) vs HEOTX (0.50). FWGIX was incepted earlier than HEOTX: FWGIX (10 years) vs HEOTX (10 years). HEOTX (0.93) is less costly to investors than FWGIX (0.41). HEOTX is a more actively managed with annual turnover of: 61.00 vs. FWGIX (44.00). HEOTX has a lower initial minimum investment than FWGIX: HEOTX (0) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 16.65 vs. HEOTX (11.40). FWGIX return over 5 years is better than : 37.79 vs. HEOTX (17.07).
| FWGIX | HEOTX | FWGIX / HEOTX | |
| Total Expense Ratio | 0.41 | 0.81 | 51% |
| Annual Report Gross Expense Ratio | 0.41 | 0.93 | 44% |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | 17.445 | 13.341 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 119M | 131,092% |
| Annual Yield % from dividends | 1.64 | 0.50 | 326% |
| Returns for 1 year | 16.65 | 11.40 | 146% |
| Returns for 3 years | 56.62 | 41.31 | 137% |
| Returns for 5 years | 37.79 | 17.07 | 221% |
| Returns for 10 years | N/A | 85.72 | - |
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