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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
Jun 24, 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 Hold and RWIAX is a Hold.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 160B vs. HEOMX (131M). RWIAX pays higher dividends than HEOMX: RWIAX (0.73) 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 : 24.86 vs. RWIAX (17.87). RWIAX (27.96) and HEOMX (27.05) have equivalent 5 years return.
| 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 | 19.235 | 13.014 | 148% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131M | 160B | 0% |
| Annual Yield % from dividends | 0.16 | 0.73 | 21% |
| Returns for 1 year | 24.86 | 17.87 | 139% |
| Returns for 3 years | 44.25 | 46.84 | 94% |
| Returns for 5 years | 27.05 | 27.96 | 97% |
| Returns for 10 years | 106.32 | 98.47 | 108% |
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