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HEOIX vs RWIFX
HEOIX vs RWIFX Comparison
Open Charts 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.
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).
| HEOIX | RWIFX | HEOIX / RWIFX | |
| Total Expense Ratio | 0.89 | 0.46 | 193% |
| Annual Report Gross Expense Ratio | 0.94 | 0.46 | 204% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 12.776 | 14.215 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120M | 158B | 0% |
| Annual Yield % from dividends | 0.43 | 1.60 | 27% |
| Returns for 1 year | 12.32 | 15.97 | 77% |
| Returns for 3 years | 30.87 | 45.49 | 68% |
| Returns for 5 years | 18.93 | 34.86 | 54% |
| Returns for 10 years | 85.98 | 96.90 | 89% |
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