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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 03, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 158B 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 : 15.97 vs. HEOTX (12.40). RWIFX return over 5 years is better than : 34.86 vs. HEOTX (19.31).
| 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 | 12.885 | 14.215 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120M | 158B | 0% |
| Annual Yield % from dividends | 0.50 | 1.60 | 32% |
| Returns for 1 year | 12.40 | 15.97 | 78% |
| Returns for 3 years | 31.15 | 45.49 | 68% |
| Returns for 5 years | 19.31 | 34.86 | 55% |
| Returns for 10 years | 88.02 | 96.90 | 91% |
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