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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
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 RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 156B vs. HEOYX (120M). RWIEX pays higher dividends than HEOYX: RWIEX (1.34) vs HEOYX (0.51). 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). RWIEX annual gain was more profitable for investors over the last year : 17.19 vs. HEOYX (13.19). RWIEX return over 5 years is better than : 37.10 vs. HEOYX (19.39).
| 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 | 13.960 | 17.020 | 82% |
| 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 | 1.34 | 38% |
| Returns for 1 year | 13.19 | 17.19 | 77% |
| Returns for 3 years | 43.17 | 54.81 | 79% |
| Returns for 5 years | 19.39 | 37.10 | 52% |
| Returns for 10 years | 86.10 | 94.80 | 91% |
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