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HEOVX vs RWIAX
HEOVX vs RWIAX Comparison
Open Charts HEOVX vs RWIAX
HEOVX vs RWIAX Comparison Chart in %
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HEOVX vs. RWIAX commentary
Jun 15, 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 HEOVX is a Hold and RWIAX is a Buy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 160B vs. HEOVX (128M). RWIAX pays higher dividends than HEOVX: RWIAX (0.73) vs HEOVX (0.58). HEOVX was incepted earlier than RWIAX: HEOVX (10 years) vs RWIAX (24 years). RWIAX (1.51) is less costly to investors than HEOVX (0.82). HEOVX is a more actively managed with annual turnover of: 61.00 vs. RWIAX (44.00). HEOVX has a lower initial minimum investment than RWIAX: HEOVX (0) vs RWIAX (250). HEOVX annual gain was more profitable for investors over the last year : 20.51 vs. RWIAX (16.93). RWIAX (27.99) and HEOVX (26.66) have equivalent 5 years return.
| HEOVX | RWIAX | HEOVX / RWIAX | |
| Total Expense Ratio | 0.69 | 1.51 | 46% |
| Annual Report Gross Expense Ratio | 0.82 | 1.51 | 54% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 16.504 | 13.249 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128M | 160B | 0% |
| Annual Yield % from dividends | 0.58 | 0.73 | 79% |
| Returns for 1 year | 20.51 | 16.93 | 121% |
| Returns for 3 years | 38.87 | 45.52 | 85% |
| Returns for 5 years | 26.66 | 27.99 | 95% |
| Returns for 10 years | 104.47 | 95.38 | 110% |
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