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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
Sep 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 156B vs. HEOVX (115M). RWIAX pays higher dividends than HEOVX: RWIAX (0.69) vs HEOVX (0.61). HEOVX was incepted earlier than RWIAX: HEOVX (11 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). RWIAX annual gain was more profitable for investors over the last year : 15.20 vs. HEOVX (11.37). RWIAX return over 5 years is better than : 27.88 vs. HEOVX (13.41).
| HEOVX | RWIAX | HEOVX / RWIAX | |
| Total Expense Ratio | 0.69 | 1.51 | 46% |
| Annual Report Gross Expense Ratio | 0.82 | 1.51 | 54% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 11.404 | 16.057 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115M | 156B | 0% |
| Annual Yield % from dividends | 0.61 | 0.69 | 88% |
| Returns for 1 year | 11.37 | 15.20 | 75% |
| Returns for 3 years | 35.69 | 47.38 | 75% |
| Returns for 5 years | 13.41 | 27.88 | 48% |
| Returns for 10 years | 82.97 | 87.24 | 95% |
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