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FHVCX vs RBEFX
FHVCX vs RBEFX Comparison Chart in %
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FHVCX vs. RBEFX commentary
Jul 08, 2025
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 FHVCX is a Hold and RBEFX is a Hold.
FUNDAMENTALS
Fundamentals
RBEFX has more cash in the bank: 51.8B vs. FHVCX (4.21B). RBEFX pays higher dividends than FHVCX: RBEFX (1.17) vs FHVCX (1.02). FHVCX was incepted earlier than RBEFX: FHVCX (7 years) vs RBEFX (11 years). FHVCX (1.47) is less costly to investors than RBEFX (1.14). FHVCX is a more actively managed with annual turnover of: 18.00 vs. RBEFX (7.00). FHVCX has a lower initial minimum investment than RBEFX: FHVCX (0) vs RBEFX (250). RBEFX (9.40) and FHVCX (9.37) have marching annual gain over last year. RBEFX (33.17) and FHVCX (32.51) have equivalent 5 years return.
| FHVCX | RBEFX | FHVCX / RBEFX | |
| Total Expense Ratio | 1.47 | 1.14 | 129% |
| Annual Report Gross Expense Ratio | 1.47 | 1.14 | 129% |
| Fund Existence | 7 years | 11 years | - |
| Gain YTD | 8.557 | 8.801 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.21B | 51.8B | 8% |
| Annual Yield % from dividends | 1.02 | 1.17 | 87% |
| Returns for 1 year | 9.37 | 9.40 | 100% |
| Returns for 3 years | 36.65 | 30.82 | 119% |
| Returns for 5 years | 32.51 | 33.17 | 98% |
| Returns for 10 years | N/A | 59.01 | - |
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