Interact to see
Advertisement
Advertisement
FWGIX vs HEOTX
FWGIX vs HEOTX Comparison
Open Charts FWGIX vs HEOTX
FWGIX vs HEOTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FWGIX vs. HEOTX commentary
Jun 27, 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 Buy and HEOTX is a Hold.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 160B vs. HEOTX (128M). FWGIX pays higher dividends than HEOTX: FWGIX (1.61) vs HEOTX (0.48). FWGIX was incepted earlier than HEOTX: FWGIX (9 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). HEOTX annual gain was more profitable for investors over the last year : 20.67 vs. FWGIX (15.94). FWGIX return over 5 years is better than : 33.04 vs. HEOTX (26.69).
| FWGIX | HEOTX | FWGIX / HEOTX | |
| Total Expense Ratio | 0.41 | 0.81 | 51% |
| Annual Report Gross Expense Ratio | 0.41 | 0.93 | 44% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 13.140 | 17.503 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 128M | 125,000% |
| Annual Yield % from dividends | 1.61 | 0.48 | 338% |
| Returns for 1 year | 15.94 | 20.67 | 77% |
| Returns for 3 years | 50.06 | 41.00 | 122% |
| Returns for 5 years | 33.04 | 26.69 | 124% |
| Returns for 10 years | N/A | 108.13 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers