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HEOMX vs RWIEX
HEOMX vs RWIEX Comparison
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HEOMX vs RWIEX Comparison Chart in %
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HEOMX vs. RWIEX commentary
Aug 23, 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 RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 156B vs. HEOMX (120M). RWIEX pays higher dividends than HEOMX: RWIEX (1.34) vs HEOMX (0.16). HEOMX was incepted earlier than RWIEX: HEOMX (10 years) vs RWIEX (24 years). HEOMX (1.19) is less costly to investors than RWIEX (0.76). HEOMX is a more actively managed with annual turnover of: 61.00 vs. RWIEX (44.00). RWIEX has a lower initial minimum investment than HEOMX: RWIEX (250) vs HEOMX (2000). RWIEX annual gain was more profitable for investors over the last year : 17.19 vs. HEOMX (12.78). RWIEX return over 5 years is better than : 37.10 vs. HEOMX (17.13).
| HEOMX | RWIEX | HEOMX / RWIEX | |
| Total Expense Ratio | 1.19 | 0.76 | 157% |
| Annual Report Gross Expense Ratio | 1.19 | 0.76 | 157% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 13.692 | 17.020 | 80% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120M | 156B | 0% |
| Annual Yield % from dividends | 0.16 | 1.34 | 12% |
| Returns for 1 year | 12.78 | 17.19 | 74% |
| Returns for 3 years | 41.50 | 54.81 | 76% |
| Returns for 5 years | 17.13 | 37.10 | 46% |
| Returns for 10 years | 80.61 | 94.80 | 85% |
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