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HEOVX vs RWIBX
HEOVX vs RWIBX Comparison
Open Charts HEOVX vs RWIBX
HEOVX vs RWIBX Comparison Chart in %
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HEOVX vs. RWIBX 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 RWIBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 156B vs. HEOVX (115M). RWIBX pays higher dividends than HEOVX: RWIBX (0.70) vs HEOVX (0.61). HEOVX was incepted earlier than RWIBX: HEOVX (11 years) vs RWIBX (24 years). RWIBX (1.51) is less costly to investors than HEOVX (0.82). HEOVX is a more actively managed with annual turnover of: 61.00 vs. RWIBX (44.00). HEOVX has a lower initial minimum investment than RWIBX: HEOVX (0) vs RWIBX (250). RWIBX annual gain was more profitable for investors over the last year : 15.15 vs. HEOVX (11.37). RWIBX return over 5 years is better than : 27.76 vs. HEOVX (13.41).
| HEOVX | RWIBX | HEOVX / RWIBX | |
| 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 | 16.060 | 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 | 0.70 | 87% |
| Returns for 1 year | 11.37 | 15.15 | 75% |
| Returns for 3 years | 35.69 | 47.25 | 76% |
| Returns for 5 years | 13.41 | 27.76 | 48% |
| Returns for 10 years | 82.97 | 86.90 | 95% |
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