Interact to see
Advertisement
Advertisement
HEOIX vs RWIFX
HEOIX vs RWIFX Comparison
Open Charts HEOIX vs RWIFX
HEOIX vs RWIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HEOIX vs. RWIFX 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 158B vs. HEOIX (115M). RWIFX pays higher dividends than HEOIX: RWIFX (1.57) vs HEOIX (0.43). HEOIX was incepted earlier than RWIFX: HEOIX (11 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 : 11.87 vs. HEOIX (8.04). RWIFX return over 5 years is better than : 34.54 vs. HEOIX (13.12).
| HEOIX | RWIFX | HEOIX / RWIFX | |
| Total Expense Ratio | 0.89 | 0.46 | 193% |
| Annual Report Gross Expense Ratio | 0.94 | 0.46 | 204% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 10.119 | 16.246 | 62% |
| 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 | 1.57 | 27% |
| Returns for 1 year | 8.04 | 11.87 | 68% |
| Returns for 3 years | 36.30 | 53.16 | 68% |
| Returns for 5 years | 13.12 | 34.54 | 38% |
| Returns for 10 years | 82.07 | 100.32 | 82% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement