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HEOYX vs RWIAX
HEOYX vs RWIAX Comparison
Open Charts HEOYX vs RWIAX
HEOYX vs RWIAX Comparison Chart in %
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HEOYX vs. RWIAX commentary
Jul 14, 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 HEOYX is a Buy and RWIAX is a Buy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 158B vs. HEOYX (124M). RWIAX pays higher dividends than HEOYX: RWIAX (0.70) vs HEOYX (0.48). HEOYX was incepted earlier than RWIAX: HEOYX (10 years) vs RWIAX (24 years). RWIAX (1.51) is less costly to investors than HEOYX (0.92). HEOYX is a more actively managed with annual turnover of: 61.00 vs. RWIAX (44.00). RWIAX has a lower initial minimum investment than HEOYX: RWIAX (250) vs HEOYX (250000). HEOYX annual gain was more profitable for investors over the last year : 15.60 vs. RWIAX (13.19). RWIAX return over 5 years is better than : 27.16 vs. HEOYX (24.15).
| HEOYX | RWIAX | HEOYX / RWIAX | |
| Total Expense Ratio | 0.79 | 1.51 | 52% |
| Annual Report Gross Expense Ratio | 0.92 | 1.51 | 61% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 15.239 | 12.773 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 158B | 0% |
| Annual Yield % from dividends | 0.48 | 0.70 | 69% |
| Returns for 1 year | 15.60 | 13.19 | 118% |
| Returns for 3 years | 33.62 | 40.81 | 82% |
| Returns for 5 years | 24.15 | 27.16 | 89% |
| Returns for 10 years | 94.07 | 85.99 | 109% |
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