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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
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 RWIGX is a Buy.
FUNDAMENTALS
Fundamentals
RWIGX has more cash in the bank: 158B vs. HEOIX (120M). RWIGX pays higher dividends than HEOIX: RWIGX (1.64) vs HEOIX (0.43). HEOIX was incepted earlier than RWIGX: HEOIX (10 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 : 16.02 vs. HEOIX (12.32). RWIGX return over 5 years is better than : 35.11 vs. HEOIX (18.93).
| HEOIX | RWIGX | HEOIX / RWIGX | |
| Total Expense Ratio | 0.89 | 0.41 | 217% |
| Annual Report Gross Expense Ratio | 0.94 | 0.41 | 229% |
| Fund Existence | 10 years | 17 years | - |
| Gain YTD | 12.776 | 14.234 | 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 | 1.64 | 26% |
| Returns for 1 year | 12.32 | 16.02 | 77% |
| Returns for 3 years | 30.87 | 45.71 | 68% |
| Returns for 5 years | 18.93 | 35.11 | 54% |
| Returns for 10 years | 85.98 | 97.30 | 88% |
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