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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
Jul 05, 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 Buy and RWIAX is a Buy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 160B vs. HEOVX (126M). RWIAX pays higher dividends than HEOVX: RWIAX (0.70) 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 : 17.41 vs. RWIAX (14.74). RWIAX return over 5 years is better than : 28.40 vs. HEOVX (25.62).
| 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 | 16.447 | 13.768 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 160B | 0% |
| Annual Yield % from dividends | 0.58 | 0.70 | 83% |
| Returns for 1 year | 17.41 | 14.74 | 118% |
| Returns for 3 years | 37.70 | 44.85 | 84% |
| Returns for 5 years | 25.62 | 28.40 | 90% |
| Returns for 10 years | 100.21 | 92.69 | 108% |
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