HEOTX
Price
$20.01
Change
+$0.08 (+0.40%)
Updated
Aug 26 closing price
Net Assets
118.61M
RWIHX
Price
$82.98
Change
-$0.02 (-0.02%)
Updated
Aug 26 closing price
Net Assets
155.99B
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HEOTX vs RWIHX

HEOTX vs RWIHX Comparison Chart in %
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HEOTX vs. RWIHX commentary
Aug 28, 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 RWIHX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 156B vs. HEOTX (119M). RWIHX pays higher dividends than HEOTX: RWIHX (1.51) vs HEOTX (0.50). HEOTX was incepted earlier than RWIHX: HEOTX (11 years) vs RWIHX (11 years). HEOTX (0.93) is less costly to investors than RWIHX (0.56). HEOTX is a more actively managed with annual turnover of: 61.00 vs. RWIHX (44.00). HEOTX has a lower initial minimum investment than RWIHX: HEOTX (0) vs RWIHX (250). RWIHX annual gain was more profitable for investors over the last year : 16.28 vs. HEOTX (11.56). RWIHX return over 5 years is better than : 35.42 vs. HEOTX (16.44).
HEOTXRWIHXHEOTX / RWIHX
Total Expense Ratio0.810.56145%
Annual Report Gross Expense Ratio0.930.56166%
Fund Existence11 years11 years-
Gain YTD13.62617.32279%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets119M156B0%
Annual Yield % from dividends0.501.5133%
Returns for 1 year11.5616.2871%
Returns for 3 years41.6755.8775%
Returns for 5 years16.4435.4246%
Returns for 10 years86.1998.5687%
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