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HDGBX vs RMFEX
HDGBX vs RMFEX Comparison
Open Charts HDGBX vs RMFEX
Hartford Dividend and Growth HLS IB
Price$22.06
Change-$0.08 (-0.36%)
VolumeN/A
Net Assets3.01B
American Funds American Mutual R4
Price$52.93
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets96.51B
HDGBX vs RMFEX Comparison Chart
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HDGBX vs. RMFEX commentary
Apr 19, 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 Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 96.5B vs. HDGBX (3.01B). RMFEX (1.61) and HDGBX (1.60) 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 : 3.95 vs. HDGBX (-2.74). RMFEX return over 5 years is better than : 51.09 vs. HDGBX (27.95).
| 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 | -4.708 | -3.251 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.01B | 96.5B | 3% |
| Annual Yield % from dividends | 1.60 | 1.61 | 99% |
| Returns for 1 year | -2.74 | 3.95 | -69% |
| Returns for 3 years | -14.29 | 6.78 | -211% |
| Returns for 5 years | 27.95 | 51.09 | 55% |
| Returns for 10 years | -4.35 | 58.82 | -7% |
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