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HEOSX vs RWIBX
HEOSX vs RWIBX Comparison
Open Charts HEOSX vs RWIBX
HEOSX vs RWIBX Comparison Chart in %
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HEOSX vs. RWIBX commentary
Jun 24, 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 HEOSX is a Hold and RWIBX is a Hold.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 160B vs. HEOSX (130M). RWIBX pays higher dividends than HEOSX: RWIBX (0.74) vs HEOSX (0.22). HEOSX was incepted earlier than RWIBX: HEOSX (10 years) vs RWIBX (24 years). RWIBX (1.51) is less costly to investors than HEOSX (1.23). HEOSX is a more actively managed with annual turnover of: 61.00 vs. RWIBX (44.00). HEOSX has a lower initial minimum investment than RWIBX: HEOSX (0) vs RWIBX (250). HEOSX annual gain was more profitable for investors over the last year : 25.15 vs. RWIBX (20.80). RWIBX return over 5 years is better than : 31.06 vs. HEOSX (27.34).
| HEOSX | RWIBX | HEOSX / RWIBX | |
| Total Expense Ratio | 1.11 | 1.51 | 74% |
| Annual Report Gross Expense Ratio | 1.23 | 1.51 | 81% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 18.382 | 15.217 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130M | 160B | 0% |
| Annual Yield % from dividends | 0.22 | 0.74 | 30% |
| Returns for 1 year | 25.15 | 20.80 | 121% |
| Returns for 3 years | 43.01 | 49.59 | 87% |
| Returns for 5 years | 27.34 | 31.06 | 88% |
| Returns for 10 years | 106.12 | 101.96 | 104% |
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