Interact to see
Advertisement
Advertisement
HEOTX vs RWIBX
HEOTX vs RWIBX Comparison
Open Charts HEOTX vs RWIBX
HEOTX vs RWIBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HEOTX vs. RWIBX 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 RWIBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 156B vs. HEOTX (120M). RWIBX pays higher dividends than HEOTX: RWIBX (0.71) vs HEOTX (0.50). HEOTX was incepted earlier than RWIBX: HEOTX (10 years) vs RWIBX (24 years). RWIBX (1.51) is less costly to investors than HEOTX (0.93). HEOTX is a more actively managed with annual turnover of: 61.00 vs. RWIBX (44.00). HEOTX has a lower initial minimum investment than RWIBX: HEOTX (0) vs RWIBX (250). RWIBX annual gain was more profitable for investors over the last year : 16.18 vs. HEOTX (13.08). RWIBX return over 5 years is better than : 32.74 vs. HEOTX (19.06).
| HEOTX | RWIBX | HEOTX / RWIBX | |
| 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 | 16.460 | 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 | 16.18 | 81% |
| Returns for 3 years | 42.96 | 51.06 | 84% |
| Returns for 5 years | 19.06 | 32.74 | 58% |
| Returns for 10 years | 85.11 | 87.54 | 97% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| HLMOX | 9.72 | 0.10 | +1.04% |
| Harding Loevner Frontier Emerg Mkts Inv | |||
| GGHYX | 44.29 | 0.43 | +0.98% |
| Invesco Health Care Y | |||
| GSILX | 23.00 | 0.10 | +0.44% |
| Goldman Sachs GQG Ptnrs Intl Opps C | |||
| IUAIX | 34.44 | N/A | N/A |
| VY® Invesco Equity and Income I | |||
| FLENX | 51.35 | N/A | N/A |
| Fidelity Advisor® Leveraged CoStock I | |||