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HEOSX vs RWIEX
HEOSX vs RWIEX Comparison
Open Charts HEOSX vs RWIEX
HEOSX vs RWIEX Comparison Chart in %
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HEOSX vs. RWIEX 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 RWIEX is a Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 160B vs. HEOSX (130M). RWIEX pays higher dividends than HEOSX: RWIEX (1.33) vs HEOSX (0.22). HEOSX was incepted earlier than RWIEX: HEOSX (10 years) vs RWIEX (24 years). HEOSX (1.23) is less costly to investors than RWIEX (0.76). HEOSX is a more actively managed with annual turnover of: 61.00 vs. RWIEX (44.00). HEOSX has a lower initial minimum investment than RWIEX: HEOSX (0) vs RWIEX (250). HEOSX annual gain was more profitable for investors over the last year : 25.15 vs. RWIEX (21.85). RWIEX return over 5 years is better than : 35.38 vs. HEOSX (27.34).
| HEOSX | RWIEX | HEOSX / RWIEX | |
| Total Expense Ratio | 1.11 | 0.76 | 146% |
| Annual Report Gross Expense Ratio | 1.23 | 0.76 | 162% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 18.382 | 15.635 | 118% |
| 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 | 1.33 | 17% |
| Returns for 1 year | 25.15 | 21.85 | 115% |
| Returns for 3 years | 43.01 | 53.28 | 81% |
| Returns for 5 years | 27.34 | 35.38 | 77% |
| Returns for 10 years | 106.12 | 109.80 | 97% |
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