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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
Aug 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 156B vs. HEOTX (120M). RWIAX pays higher dividends than HEOTX: RWIAX (0.71) vs HEOTX (0.50). 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). RWIAX annual gain was more profitable for investors over the last year : 16.23 vs. HEOTX (13.08). RWIAX return over 5 years is better than : 32.85 vs. HEOTX (19.06).
| 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 | 14.025 | 16.455 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120M | 156B | 0% |
| Annual Yield % from dividends | 0.50 | 0.71 | 71% |
| Returns for 1 year | 13.08 | 16.23 | 81% |
| Returns for 3 years | 42.96 | 51.17 | 84% |
| Returns for 5 years | 19.06 | 32.85 | 58% |
| Returns for 10 years | 85.11 | 87.88 | 97% |
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