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HEOIX vs RWIGX
HEOIX vs RWIGX Comparison
Open Charts HEOIX vs RWIGX
HEOIX vs RWIGX Comparison Chart in %
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HEOIX vs. RWIGX 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 RWIGX is a Buy.
FUNDAMENTALS
Fundamentals
RWIGX has more cash in the bank: 158B vs. HEOIX (115M). RWIGX pays higher dividends than HEOIX: RWIGX (1.61) vs HEOIX (0.43). HEOIX was incepted earlier than RWIGX: HEOIX (11 years) vs RWIGX (17 years). HEOIX (0.94) is less costly to investors than RWIGX (0.41). HEOIX is a more actively managed with annual turnover of: 61.00 vs. RWIGX (44.00). RWIGX has a lower initial minimum investment than HEOIX: RWIGX (250) vs HEOIX (2000). RWIGX annual gain was more profitable for investors over the last year : 11.92 vs. HEOIX (8.04). RWIGX return over 5 years is better than : 34.81 vs. HEOIX (13.12).
| HEOIX | RWIGX | HEOIX / RWIGX | |
| Total Expense Ratio | 0.89 | 0.41 | 217% |
| Annual Report Gross Expense Ratio | 0.94 | 0.41 | 229% |
| Fund Existence | 11 years | 17 years | - |
| Gain YTD | 10.119 | 16.280 | 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 | 1.61 | 27% |
| Returns for 1 year | 8.04 | 11.92 | 67% |
| Returns for 3 years | 36.30 | 53.39 | 68% |
| Returns for 5 years | 13.12 | 34.81 | 38% |
| Returns for 10 years | 82.07 | 100.70 | 82% |
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