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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
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 HEOIX is a Buy and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 158B vs. HEOIX (115M). RWIBX pays higher dividends than HEOIX: RWIBX (0.70) vs HEOIX (0.43). HEOIX was incepted earlier than RWIBX: HEOIX (11 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 : 10.55 vs. HEOIX (8.04). RWIBX return over 5 years is better than : 28.63 vs. HEOIX (13.12).
| HEOIX | RWIBX | HEOIX / RWIBX | |
| Total Expense Ratio | 0.89 | 1.51 | 59% |
| Annual Report Gross Expense Ratio | 0.94 | 1.51 | 62% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 10.119 | 15.403 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115M | 158B | 0% |
| Annual Yield % from dividends | 0.43 | 0.70 | 61% |
| Returns for 1 year | 8.04 | 10.55 | 76% |
| Returns for 3 years | 36.30 | 48.09 | 75% |
| Returns for 5 years | 13.12 | 28.63 | 46% |
| Returns for 10 years | 82.07 | 90.07 | 91% |
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