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HEIFX vs RLBAX
HEIFX vs RLBAX Comparison
Open Charts HEIFX vs RLBAX
Hennessy Equity and Income Investor
Price$13.89
Change-$0.26 (-1.84%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R1
Price$33.94
Change-$0.82 (-2.36%)
VolumeN/A
CapitalizationN/A
HEIFX vs RLBAX Comparison Chart
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HEIFX vs. RLBAX commentary
Dec 19, 2024
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 HEIFX is a Buy and RLBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 241B vs. HEIFX (58.8M). RLBAX pays higher dividends than HEIFX: RLBAX (1.59) vs HEIFX (0.57). HEIFX was incepted earlier than RLBAX: HEIFX (23 years) vs RLBAX (23 years). RLBAX is a more actively managed with annual turnover of: 171.00 vs. HEIFX (11.00). RLBAX has a lower initial minimum investment than HEIFX: RLBAX (250) vs HEIFX (2500). RLBAX annual gain was more profitable for investors over the last year : 11.90 vs. HEIFX (0.73). RLBAX return over 5 years is better than : 28.83 vs. HEIFX (-3.59).
| HEIFX | RLBAX | HEIFX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 0.516 | 10.911 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.8M | 241B | 0% |
| Annual Yield % from dividends | 0.57 | 1.59 | 36% |
| Returns for 1 year | 0.73 | 11.90 | 6% |
| Returns for 3 years | -13.68 | 10.12 | -135% |
| Returns for 5 years | -3.59 | 28.83 | -12% |
| Returns for 10 years | -9.47 | 40.93 | -23% |
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