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HEOMX vs RWIAX
HEOMX vs RWIAX Comparison
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HEOMX vs RWIAX Comparison Chart in %
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HEOMX vs. RWIAX 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 HEOMX is a Buy and RWIAX is a Buy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 158B vs. HEOMX (120M). RWIAX pays higher dividends than HEOMX: RWIAX (0.71) 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). RWIAX annual gain was more profitable for investors over the last year : 14.65 vs. HEOMX (12.11). RWIAX return over 5 years is better than : 29.05 vs. HEOMX (17.44).
| 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 | 12.583 | 13.512 | 93% |
| Front Load | 6% | 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 | 0.16 | 0.71 | 23% |
| Returns for 1 year | 12.11 | 14.65 | 83% |
| Returns for 3 years | 29.82 | 40.76 | 73% |
| Returns for 5 years | 17.44 | 29.05 | 60% |
| Returns for 10 years | 83.50 | 87.16 | 96% |
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