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HEOIX vs RWIBX
HEOIX vs RWIBX Comparison
Open Charts HEOIX vs RWIBX
HEOIX vs RWIBX Comparison Chart in %
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HEOIX vs. RWIBX commentary
Aug 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 156B 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 : 16.18 vs. HEOIX (13.01). RWIBX return over 5 years is better than : 32.74 vs. HEOIX (18.61).
| 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 | 13.906 | 16.460 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120M | 156B | 0% |
| Annual Yield % from dividends | 0.43 | 0.71 | 60% |
| Returns for 1 year | 13.01 | 16.18 | 80% |
| Returns for 3 years | 42.56 | 51.06 | 83% |
| Returns for 5 years | 18.61 | 32.74 | 57% |
| Returns for 10 years | 83.10 | 87.54 | 95% |
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