HEOIX
Price
$19.95
Change
+$0.10 (+0.50%)
Updated
Jul 31 closing price
Net Assets
120.39M
RWIFX
Price
$80.99
Change
+$0.72 (+0.90%)
Updated
Jul 31 closing price
Net Assets
157.74B
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HEOIX vs RWIFX

HEOIX vs RWIFX Comparison Chart in %
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HEOIX vs. RWIFX 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 RWIFX is a Buy.

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FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 158B vs. HEOIX (120M). RWIFX pays higher dividends than HEOIX: RWIFX (1.60) vs HEOIX (0.43). HEOIX was incepted earlier than RWIFX: HEOIX (10 years) vs RWIFX (24 years). HEOIX (0.94) is less costly to investors than RWIFX (0.46). HEOIX is a more actively managed with annual turnover of: 61.00 vs. RWIFX (44.00). RWIFX has a lower initial minimum investment than HEOIX: RWIFX (250) vs HEOIX (2000). RWIFX annual gain was more profitable for investors over the last year : 15.97 vs. HEOIX (12.32). RWIFX return over 5 years is better than : 34.86 vs. HEOIX (18.93).
HEOIXRWIFXHEOIX / RWIFX
Total Expense Ratio0.890.46193%
Annual Report Gross Expense Ratio0.940.46204%
Fund Existence10 years24 years-
Gain YTD12.77614.21590%
Front LoadN/AN/A-
Min. Initial Investment2000250800%
Min. Initial Investment IRAN/AN/A-
Net Assets120M158B0%
Annual Yield % from dividends0.431.6027%
Returns for 1 year12.3215.9777%
Returns for 3 years30.8745.4968%
Returns for 5 years18.9334.8654%
Returns for 10 years85.9896.9089%
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