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HEORX vs RWIBX
HEORX vs RWIBX Comparison
Open Charts HEORX vs RWIBX
HEORX vs RWIBX Comparison Chart in %
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HEORX 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 HEORX is a Buy and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 152B vs. HEORX (132M). RWIBX pays higher dividends than HEORX: RWIBX (0.74) vs HEORX (0.00). HEORX was incepted earlier than RWIBX: HEORX (10 years) vs RWIBX (24 years). HEORX (1.53) and RWIBX (1.51) have similar cost to investors . HEORX is a more actively managed with annual turnover of: 61.00 vs. RWIBX (44.00). HEORX has a lower initial minimum investment than RWIBX: HEORX (0) vs RWIBX (250). HEORX annual gain was more profitable for investors over the last year : 25.70 vs. RWIBX (21.41). RWIBX return over 5 years is better than : 31.20 vs. HEORX (26.72).
| HEORX | RWIBX | HEORX / RWIBX | |
| 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 | 19.324 | 15.289 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132M | 152B | 0% |
| Annual Yield % from dividends | 0.00 | 0.74 | - |
| Returns for 1 year | 25.70 | 21.41 | 120% |
| Returns for 3 years | 43.05 | 50.98 | 84% |
| Returns for 5 years | 26.72 | 31.20 | 86% |
| Returns for 10 years | 98.80 | 92.57 | 107% |
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