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HEORX vs RWIAX
HEORX vs RWIAX Comparison
Open Charts HEORX vs RWIAX
HEORX vs RWIAX Comparison Chart in %
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HEORX 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 HEORX is a Buy and RWIAX is a Buy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 158B vs. HEORX (120M). RWIAX pays higher dividends than HEORX: RWIAX (0.71) vs HEORX (0.00). HEORX was incepted earlier than RWIAX: HEORX (10 years) vs RWIAX (24 years). HEORX (1.53) and RWIAX (1.51) have similar cost to investors . HEORX is a more actively managed with annual turnover of: 61.00 vs. RWIAX (44.00). HEORX has a lower initial minimum investment than RWIAX: HEORX (0) vs RWIAX (250). RWIAX annual gain was more profitable for investors over the last year : 14.65 vs. HEORX (11.70). RWIAX return over 5 years is better than : 29.05 vs. HEORX (15.99).
| HEORX | RWIAX | HEORX / RWIAX | |
| Total Expense Ratio | 1.41 | 1.51 | 93% |
| Annual Report Gross Expense Ratio | 1.53 | 1.51 | 101% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 12.394 | 13.512 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120M | 158B | 0% |
| Annual Yield % from dividends | 0.00 | 0.71 | - |
| Returns for 1 year | 11.70 | 14.65 | 80% |
| Returns for 3 years | 28.76 | 40.76 | 71% |
| Returns for 5 years | 15.99 | 29.05 | 55% |
| Returns for 10 years | 83.52 | 87.16 | 96% |
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