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HEOMX vs RWIBX
HEOMX vs RWIBX Comparison
Open Charts HEOMX vs RWIBX
HEOMX vs RWIBX Comparison Chart in %
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HEOMX vs. RWIBX commentary
Jun 04, 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 RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 152B vs. HEOMX (132M). RWIBX pays higher dividends than HEOMX: RWIBX (0.74) vs HEOMX (0.16). HEOMX was incepted earlier than RWIBX: HEOMX (10 years) vs RWIBX (24 years). RWIBX (1.51) is less costly to investors than HEOMX (1.19). HEOMX is a more actively managed with annual turnover of: 61.00 vs. RWIBX (44.00). RWIBX has a lower initial minimum investment than HEOMX: RWIBX (250) vs HEOMX (2000). HEOMX annual gain was more profitable for investors over the last year : 26.06 vs. RWIBX (21.97). RWIBX return over 5 years is better than : 31.24 vs. HEOMX (28.12).
| HEOMX | RWIBX | HEOMX / RWIBX | |
| 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 | 19.401 | 16.044 | 121% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132M | 152B | 0% |
| Annual Yield % from dividends | 0.16 | 0.74 | 21% |
| Returns for 1 year | 26.06 | 21.97 | 119% |
| Returns for 3 years | 44.26 | 51.97 | 85% |
| Returns for 5 years | 28.12 | 31.24 | 90% |
| Returns for 10 years | 98.57 | 93.83 | 105% |
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