Ad is loading...
HEIFX vs RLBAX
HEIFX vs RLBAX Comparison
Open Charts HEIFX vs RLBAX
Hennessy Equity and Income Investor
Price$15.96
Change+$0.01 (+0.06%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R1
Price$36.27
Change-$0.05 (-0.14%)
VolumeN/A
CapitalizationN/A
HEIFX vs RLBAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HEIFX vs. RLBAX commentary
Nov 14, 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: 240B vs. HEIFX (60.7M). RLBAX pays higher dividends than HEIFX: RLBAX (1.59) vs HEIFX (0.57). HEIFX was incepted earlier than RLBAX: HEIFX (23 years) vs RLBAX (22 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 : 23.84 vs. HEIFX (10.64). RLBAX return over 5 years is better than : 33.74 vs. HEIFX (3.01).
| HEIFX | RLBAX | HEIFX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | 13.302 | 15.007 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.7M | 240B | 0% |
| Annual Yield % from dividends | 0.57 | 1.59 | 36% |
| Returns for 1 year | 10.64 | 23.84 | 45% |
| Returns for 3 years | -7.65 | 10.27 | -74% |
| Returns for 5 years | 3.01 | 33.74 | 9% |
| Returns for 10 years | 0.11 | 47.38 | 0% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers