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HEOTX vs RWIFX
HEOTX vs RWIFX Comparison
Open Charts HEOTX vs RWIFX
HEOTX vs RWIFX Comparison Chart in %
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HEOTX vs. RWIFX 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 RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 156B vs. HEOTX (120M). RWIFX pays higher dividends than HEOTX: RWIFX (1.60) vs HEOTX (0.50). HEOTX was incepted earlier than RWIFX: HEOTX (10 years) vs RWIFX (24 years). HEOTX (0.93) is less costly to investors than RWIFX (0.46). HEOTX is a more actively managed with annual turnover of: 61.00 vs. RWIFX (44.00). HEOTX has a lower initial minimum investment than RWIFX: HEOTX (0) vs RWIFX (250). RWIFX annual gain was more profitable for investors over the last year : 17.58 vs. HEOTX (13.08). RWIFX return over 5 years is better than : 38.85 vs. HEOTX (19.06).
| HEOTX | RWIFX | HEOTX / RWIFX | |
| Total Expense Ratio | 0.81 | 0.46 | 176% |
| Annual Report Gross Expense Ratio | 0.93 | 0.46 | 202% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 14.025 | 17.247 | 81% |
| 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 | 1.60 | 32% |
| Returns for 1 year | 13.08 | 17.58 | 74% |
| Returns for 3 years | 42.96 | 56.26 | 76% |
| Returns for 5 years | 19.06 | 38.85 | 49% |
| Returns for 10 years | 85.11 | 97.64 | 87% |
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