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Compare trend and price HEIFX vs RLBAX
HEIFX vs RLBAX Comparison
Open Charts HEIFX vs RLBAX
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HEIFX vs RLBAX Comparison Chart
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HEIFX vs. RLBAX commentary
Dec 10, 2023
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 Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 204B vs. HEIFX (69.4M). RLBAX pays higher dividends than HEIFX: RLBAX (0.86) vs HEIFX (0.65). HEIFX was incepted earlier than RLBAX: HEIFX (22 years) vs RLBAX (22 years). HEIFX (1.58) is less costly to investors than RLBAX (1.32). RLBAX is a more actively managed with annual turnover of: 52.00 vs. HEIFX (15.00). 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 : 6.76 vs. HEIFX (-2.49). RLBAX return over 5 years is better than : 20.31 vs. HEIFX (-0.15).
| HEIFX | RLBAX | HEIFX / RLBAX | |
| Total Expense Ratio | 1.58 | 1.32 | 120% |
| Annual Report Gross Expense Ratio | 1.58 | 1.32 | 120% |
| Fund Existence | 22 years | 22 years | - |
| Gain YTD | -1.054 | 8.733 | -12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 69.4M | 204B | 0% |
| Annual Yield % from dividends | 0.65 | 0.86 | 75% |
| Returns for 1 year | -2.49 | 6.76 | -37% |
| Returns for 3 years | -8.75 | 2.90 | -302% |
| Returns for 5 years | -0.15 | 20.31 | -1% |
| Returns for 10 years | -4.21 | 35.42 | -12% |
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