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HEOMX vs RWIAX
HEOMX vs RWIAX Comparison
Open Charts HEOMX vs RWIAX
HEOMX vs RWIAX Comparison Chart in %
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HEOMX vs. RWIAX 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 HEOMX is a Buy and RWIAX is a Buy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 158B vs. HEOMX (124M). RWIAX pays higher dividends than HEOMX: RWIAX (0.70) vs HEOMX (0.16). HEOMX was incepted earlier than RWIAX: HEOMX (10 years) vs RWIAX (24 years). RWIAX (1.51) is less costly to investors than HEOMX (1.19). HEOMX is a more actively managed with annual turnover of: 61.00 vs. RWIAX (44.00). RWIAX has a lower initial minimum investment than HEOMX: RWIAX (250) vs HEOMX (2000). HEOMX annual gain was more profitable for investors over the last year : 15.12 vs. RWIAX (13.19). RWIAX return over 5 years is better than : 27.16 vs. HEOMX (21.72).
| HEOMX | RWIAX | HEOMX / RWIAX | |
| Total Expense Ratio | 1.19 | 1.51 | 79% |
| Annual Report Gross Expense Ratio | 1.19 | 1.51 | 79% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 14.967 | 12.773 | 117% |
| Front Load | 6% | 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 | 0.16 | 0.70 | 22% |
| Returns for 1 year | 15.12 | 13.19 | 115% |
| Returns for 3 years | 32.07 | 40.81 | 79% |
| Returns for 5 years | 21.72 | 27.16 | 80% |
| Returns for 10 years | 88.04 | 85.99 | 102% |
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