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HDGBX vs RMFEX
HDGBX vs RMFEX Comparison
Open Charts HDGBX vs RMFEX
Hartford Dividend and Growth HLS IB
Price$23.06
Change+$0.06 (+0.26%)
VolumeN/A
Net Assets3.13B
American Funds American Mutual R4
Price$55.46
Change+$0.11 (+0.20%)
VolumeN/A
Net Assets100.91B
HDGBX vs RMFEX Comparison Chart
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HDGBX vs. RMFEX commentary
May 09, 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 HDGBX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 101B vs. HDGBX (3.13B). RMFEX (1.65) and HDGBX (1.64) have matching dividends . HDGBX was incepted earlier than RMFEX: HDGBX (27 years) vs RMFEX (23 years). HDGBX (0.90) is less costly to investors than RMFEX (0.62). HDGBX (31.00) and RMFEX (31.00) have comparable annual turnover. HDGBX has a lower initial minimum investment than RMFEX: HDGBX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 5.68 vs. HDGBX (-3.05). RMFEX return over 5 years is better than : 58.56 vs. HDGBX (31.91).
| HDGBX | RMFEX | HDGBX / RMFEX | |
| Total Expense Ratio | 0.90 | 0.62 | 145% |
| Annual Report Gross Expense Ratio | 0.90 | 0.62 | 145% |
| Fund Existence | 27 years | 23 years | - |
| Gain YTD | -0.648 | 1.374 | -47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.13B | 101B | 3% |
| Annual Yield % from dividends | 1.64 | 1.65 | 100% |
| Returns for 1 year | -3.05 | 5.68 | -54% |
| Returns for 3 years | -4.05 | 18.38 | -22% |
| Returns for 5 years | 31.91 | 58.56 | 54% |
| Returns for 10 years | -0.86 | 66.50 | -1% |