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HEOIX vs RWICX
HEOIX vs RWICX Comparison
Open Charts HEOIX vs RWICX
HEOIX vs RWICX Comparison Chart in %
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HEOIX vs. RWICX commentary
Jul 14, 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 RWICX is a Buy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 158B vs. HEOIX (124M). RWICX pays higher dividends than HEOIX: RWICX (1.08) vs HEOIX (0.41). HEOIX was incepted earlier than RWICX: HEOIX (10 years) vs RWICX (24 years). RWICX (1.06) is less costly to investors than HEOIX (0.94). HEOIX is a more actively managed with annual turnover of: 61.00 vs. RWICX (44.00). RWICX has a lower initial minimum investment than HEOIX: RWICX (250) vs HEOIX (2000). HEOIX annual gain was more profitable for investors over the last year : 15.40 vs. RWICX (13.73). RWICX return over 5 years is better than : 29.53 vs. HEOIX (23.28).
| HEOIX | RWICX | HEOIX / RWICX | |
| Total Expense Ratio | 0.89 | 1.06 | 84% |
| Annual Report Gross Expense Ratio | 0.94 | 1.06 | 89% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 15.150 | 13.047 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 158B | 0% |
| Annual Yield % from dividends | 0.41 | 1.08 | 38% |
| Returns for 1 year | 15.40 | 13.73 | 112% |
| Returns for 3 years | 33.11 | 42.78 | 77% |
| Returns for 5 years | 23.28 | 29.53 | 79% |
| Returns for 10 years | 90.72 | 89.95 | 101% |
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