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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
Jul 25, 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 RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 158B vs. HEOVX (120M). RWIBX pays higher dividends than HEOVX: RWIBX (0.71) vs HEOVX (0.58). HEOVX was incepted earlier than RWIBX: HEOVX (10 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 : 10.82 vs. HEOVX (9.63). RWIBX return over 5 years is better than : 26.20 vs. HEOVX (20.14).
| HEOVX | RWIBX | HEOVX / RWIBX | |
| 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 | 12.092 | 11.917 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120M | 158B | 0% |
| Annual Yield % from dividends | 0.58 | 0.71 | 82% |
| Returns for 1 year | 9.63 | 10.82 | 89% |
| Returns for 3 years | 29.64 | 38.77 | 76% |
| Returns for 5 years | 20.14 | 26.20 | 77% |
| Returns for 10 years | 87.74 | 84.20 | 104% |
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