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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
Aug 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 156B vs. HEOYX (120M). RWIBX pays higher dividends than HEOYX: RWIBX (0.71) vs HEOYX (0.51). 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). RWIBX annual gain was more profitable for investors over the last year : 16.18 vs. HEOYX (13.19). RWIBX return over 5 years is better than : 32.74 vs. HEOYX (19.39).
| 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 | 13.960 | 16.460 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120M | 156B | 0% |
| Annual Yield % from dividends | 0.51 | 0.71 | 71% |
| Returns for 1 year | 13.19 | 16.18 | 81% |
| Returns for 3 years | 43.17 | 51.06 | 85% |
| Returns for 5 years | 19.39 | 32.74 | 59% |
| Returns for 10 years | 86.10 | 87.54 | 98% |
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