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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
Jul 10, 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: 160B vs. HEOFX (123M). RWIFX pays higher dividends than HEOFX: RWIFX (1.58) vs HEOFX (0.56). 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 (14.87) and HEOFX (14.14) have marching annual gain over last year. RWIFX return over 5 years is better than : 33.72 vs. HEOFX (23.08).
| 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 | 14.176 | 13.876 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123M | 160B | 0% |
| Annual Yield % from dividends | 0.56 | 1.58 | 35% |
| Returns for 1 year | 14.14 | 14.87 | 95% |
| Returns for 3 years | 36.79 | 50.94 | 72% |
| Returns for 5 years | 23.08 | 33.72 | 68% |
| Returns for 10 years | N/A | 99.61 | - |
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