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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
Jun 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 HEOYX is a Buy and RWIAX is a Buy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 152B vs. HEOYX (132M). RWIAX pays higher dividends than HEOYX: RWIAX (0.73) 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 : 26.61 vs. RWIAX (21.47). RWIAX (31.33) and HEOYX (30.69) have equivalent 5 years return.
| 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 | 19.633 | 15.292 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132M | 152B | 0% |
| Annual Yield % from dividends | 0.48 | 0.73 | 66% |
| Returns for 1 year | 26.61 | 21.47 | 124% |
| Returns for 3 years | 45.90 | 51.09 | 90% |
| Returns for 5 years | 30.69 | 31.33 | 98% |
| Returns for 10 years | 104.85 | 92.92 | 113% |
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