Interact to see
Advertisement
Advertisement
HEOIX vs RWIBX
HEOIX vs RWIBX Comparison
Open Charts HEOIX vs RWIBX
HEOIX vs RWIBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HEOIX vs. RWIBX commentary
Aug 03, 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 HEOIX is a Buy and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 158B vs. HEOIX (120M). RWIBX pays higher dividends than HEOIX: RWIBX (0.71) vs HEOIX (0.43). HEOIX was incepted earlier than RWIBX: HEOIX (10 years) vs RWIBX (24 years). RWIBX (1.51) is less costly to investors than HEOIX (0.94). HEOIX is a more actively managed with annual turnover of: 61.00 vs. RWIBX (44.00). RWIBX has a lower initial minimum investment than HEOIX: RWIBX (250) vs HEOIX (2000). RWIBX annual gain was more profitable for investors over the last year : 14.60 vs. HEOIX (12.32). RWIBX return over 5 years is better than : 28.91 vs. HEOIX (18.93).
| HEOIX | RWIBX | HEOIX / RWIBX | |
| Total Expense Ratio | 0.89 | 1.51 | 59% |
| Annual Report Gross Expense Ratio | 0.94 | 1.51 | 62% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 12.776 | 13.503 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120M | 158B | 0% |
| Annual Yield % from dividends | 0.43 | 0.71 | 60% |
| Returns for 1 year | 12.32 | 14.60 | 84% |
| Returns for 3 years | 30.87 | 40.64 | 76% |
| Returns for 5 years | 18.93 | 28.91 | 65% |
| Returns for 10 years | 85.98 | 86.81 | 99% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BSPPX | 869.40 | 6.09 | +0.71% |
| iShares S&P 500 Index Investor P | |||
| QAACX | 56.45 | 0.26 | +0.46% |
| Federated Hermes MDT All Cap Core A | |||
| AABFX | 14.86 | 0.03 | +0.20% |
| Thrivent Dynamic Allocation A | |||
| EVDIX | 22.83 | 0.02 | +0.09% |
| Camelot Event Driven Institutional | |||
| TEMIX | 34.47 | -0.22 | -0.63% |
| Franklin Mutual International Value A | |||