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HEOFX vs RWIFX
HEOFX vs RWIFX Comparison
Open Charts HEOFX vs RWIFX
HEOFX vs RWIFX Comparison Chart in %
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HEOFX vs. RWIFX commentary
Aug 21, 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 HEOFX is a Hold and RWIFX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 156B vs. HEOFX (121M). RWIFX pays higher dividends than HEOFX: RWIFX (1.60) vs HEOFX (0.59). HEOFX was incepted earlier than RWIFX: HEOFX (9 years) vs RWIFX (24 years). HEOFX (0.81) is less costly to investors than RWIFX (0.46). HEOFX is a more actively managed with annual turnover of: 61.00 vs. RWIFX (44.00). RWIFX has a lower initial minimum investment than HEOFX: RWIFX (250) vs HEOFX (1000000). RWIFX annual gain was more profitable for investors over the last year : 16.07 vs. HEOFX (11.64). RWIFX return over 5 years is better than : 37.81 vs. HEOFX (20.41).
| HEOFX | RWIFX | HEOFX / RWIFX | |
| Total Expense Ratio | 0.69 | 0.46 | 150% |
| Annual Report Gross Expense Ratio | 0.81 | 0.46 | 176% |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 14.231 | 16.372 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 156B | 0% |
| Annual Yield % from dividends | 0.59 | 1.60 | 37% |
| Returns for 1 year | 11.64 | 16.07 | 72% |
| Returns for 3 years | 44.28 | 55.90 | 79% |
| Returns for 5 years | 20.41 | 37.81 | 54% |
| Returns for 10 years | N/A | 96.77 | - |
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