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HEOYX vs RWIBX
HEOYX vs RWIBX Comparison
Open Charts HEOYX vs RWIBX
HEOYX vs RWIBX Comparison Chart in %
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HEOYX vs. RWIBX 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 RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 158B vs. HEOYX (124M). RWIBX pays higher dividends than HEOYX: RWIBX (0.71) vs HEOYX (0.48). HEOYX was incepted earlier than RWIBX: HEOYX (10 years) vs RWIBX (24 years). RWIBX (1.51) is less costly to investors than HEOYX (0.92). HEOYX is a more actively managed with annual turnover of: 61.00 vs. RWIBX (44.00). RWIBX has a lower initial minimum investment than HEOYX: RWIBX (250) vs HEOYX (250000). HEOYX annual gain was more profitable for investors over the last year : 15.60 vs. RWIBX (13.15). RWIBX return over 5 years is better than : 27.05 vs. HEOYX (24.15).
| HEOYX | RWIBX | HEOYX / RWIBX | |
| 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 | 12.774 | 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 | 0.71 | 68% |
| Returns for 1 year | 15.60 | 13.15 | 119% |
| Returns for 3 years | 33.62 | 40.71 | 83% |
| Returns for 5 years | 24.15 | 27.05 | 89% |
| Returns for 10 years | 94.07 | 85.66 | 110% |
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