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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
Sep 12, 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 Buy and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 158B vs. HEOFX (115M). RWIFX pays higher dividends than HEOFX: RWIFX (1.57) vs HEOFX (0.59). HEOFX was incepted earlier than RWIFX: HEOFX (10 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 : 11.87 vs. HEOFX (8.41). RWIFX return over 5 years is better than : 34.54 vs. HEOFX (14.70).
| HEOFX | RWIFX | HEOFX / RWIFX | |
| Total Expense Ratio | 0.69 | 0.46 | 150% |
| Annual Report Gross Expense Ratio | 0.81 | 0.46 | 176% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 10.330 | 16.246 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115M | 158B | 0% |
| Annual Yield % from dividends | 0.59 | 1.57 | 38% |
| Returns for 1 year | 8.41 | 11.87 | 71% |
| Returns for 3 years | 37.49 | 53.16 | 71% |
| Returns for 5 years | 14.70 | 34.54 | 43% |
| Returns for 10 years | N/A | 100.32 | - |
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