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HEOTX vs RWIAX
HEOTX vs RWIAX Comparison
Open Charts HEOTX vs RWIAX
HEOTX vs RWIAX Comparison Chart in %
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HEOTX vs. RWIAX commentary
Jul 12, 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 HEOTX is a Buy and RWIAX is a Buy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 160B vs. HEOTX (124M). RWIAX pays higher dividends than HEOTX: RWIAX (0.70) vs HEOTX (0.48). HEOTX was incepted earlier than RWIAX: HEOTX (10 years) vs RWIAX (24 years). RWIAX (1.51) is less costly to investors than HEOTX (0.93). HEOTX is a more actively managed with annual turnover of: 61.00 vs. RWIAX (44.00). HEOTX has a lower initial minimum investment than RWIAX: HEOTX (0) vs RWIAX (250). HEOTX annual gain was more profitable for investors over the last year : 14.80 vs. RWIAX (14.07). RWIAX return over 5 years is better than : 28.97 vs. HEOTX (23.00).
| HEOTX | RWIAX | HEOTX / RWIAX | |
| Total Expense Ratio | 0.81 | 1.51 | 54% |
| Annual Report Gross Expense Ratio | 0.93 | 1.51 | 62% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 15.165 | 14.152 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 160B | 0% |
| Annual Yield % from dividends | 0.48 | 0.70 | 68% |
| Returns for 1 year | 14.80 | 14.07 | 105% |
| Returns for 3 years | 35.92 | 45.88 | 78% |
| Returns for 5 years | 23.00 | 28.97 | 79% |
| Returns for 10 years | 93.15 | 89.41 | 104% |
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