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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
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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 158B vs. HEOIX (124M). RWIFX pays higher dividends than HEOIX: RWIFX (1.58) vs HEOIX (0.41). 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). HEOIX annual gain was more profitable for investors over the last year : 15.40 vs. RWIFX (14.51). RWIFX return over 5 years is better than : 32.89 vs. HEOIX (23.28).
| 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 | 15.150 | 13.411 | 113% |
| 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 | 1.58 | 26% |
| Returns for 1 year | 15.40 | 14.51 | 106% |
| Returns for 3 years | 33.11 | 45.55 | 73% |
| Returns for 5 years | 23.28 | 32.89 | 71% |
| Returns for 10 years | 90.72 | 95.65 | 95% |
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