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HEOYX vs RWIEX
HEOYX vs RWIEX Comparison
Open Charts HEOYX vs RWIEX
HEOYX vs RWIEX Comparison Chart in %
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HEOYX vs. RWIEX 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 RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 152B vs. HEOYX (132M). RWIEX pays higher dividends than HEOYX: RWIEX (1.33) vs HEOYX (0.48). HEOYX was incepted earlier than RWIEX: HEOYX (10 years) vs RWIEX (24 years). HEOYX (0.92) is less costly to investors than RWIEX (0.76). HEOYX is a more actively managed with annual turnover of: 61.00 vs. RWIEX (44.00). RWIEX has a lower initial minimum investment than HEOYX: RWIEX (250) vs HEOYX (250000). HEOYX annual gain was more profitable for investors over the last year : 26.61 vs. RWIEX (22.47). RWIEX return over 5 years is better than : 35.54 vs. HEOYX (30.69).
| HEOYX | RWIEX | HEOYX / RWIEX | |
| Total Expense Ratio | 0.79 | 0.76 | 104% |
| Annual Report Gross Expense Ratio | 0.92 | 0.76 | 121% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 19.633 | 15.657 | 125% |
| 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 | 1.33 | 36% |
| Returns for 1 year | 26.61 | 22.47 | 118% |
| Returns for 3 years | 45.90 | 54.73 | 84% |
| Returns for 5 years | 30.69 | 35.54 | 86% |
| Returns for 10 years | 104.85 | 99.63 | 105% |
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