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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
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 HEOMX is a Buy and RWIAX is a Buy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 158B vs. HEOMX (113M). RWIAX pays higher dividends than HEOMX: RWIAX (0.69) vs HEOMX (0.16). HEOMX was incepted earlier than RWIAX: HEOMX (11 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). RWIAX annual gain was more profitable for investors over the last year : 10.59 vs. HEOMX (7.80). RWIAX return over 5 years is better than : 28.73 vs. HEOMX (11.74).
| HEOMX | RWIAX | HEOMX / RWIAX | |
| Total Expense Ratio | 1.19 | 1.51 | 79% |
| Annual Report Gross Expense Ratio | 1.19 | 1.51 | 79% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 9.922 | 15.389 | 64% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113M | 158B | 0% |
| Annual Yield % from dividends | 0.16 | 0.69 | 24% |
| Returns for 1 year | 7.80 | 10.59 | 74% |
| Returns for 3 years | 35.33 | 48.16 | 73% |
| Returns for 5 years | 11.74 | 28.73 | 41% |
| Returns for 10 years | 79.63 | 90.43 | 88% |
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