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HEIFX vs RLBBX
HEIFX vs RLBBX Comparison
Open Charts HEIFX vs RLBBX
Hennessy Equity and Income Investor
Price$14.66
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets46.67M
American Funds American Balanced R2
Price$38.33
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets263.06B
HEIFX vs RLBBX Comparison Chart in %
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HEIFX vs. RLBBX commentary
Sep 16, 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 HEIFX is a Buy and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 263B vs. HEIFX (46.7M). RLBBX pays higher dividends than HEIFX: RLBBX (1.15) vs HEIFX (0.50). HEIFX was incepted earlier than RLBBX: HEIFX (24 years) vs RLBBX (23 years). HEIFX (1.55) is less costly to investors than RLBBX (1.32). RLBBX is a more actively managed with annual turnover of: 44.00 vs. HEIFX (16.00). RLBBX has a lower initial minimum investment than HEIFX: RLBBX (250) vs HEIFX (2500). RLBBX annual gain was more profitable for investors over the last year : 9.14 vs. HEIFX (-4.21). RLBBX return over 5 years is better than : 37.89 vs. HEIFX (-3.66).
| HEIFX | RLBBX | HEIFX / RLBBX | |
| Total Expense Ratio | 1.55 | 1.32 | 117% |
| Annual Report Gross Expense Ratio | 1.55 | 1.32 | 117% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 5.887 | 12.856 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.7M | 263B | 0% |
| Annual Yield % from dividends | 0.50 | 1.15 | 43% |
| Returns for 1 year | -4.21 | 9.14 | -46% |
| Returns for 3 years | 5.65 | 40.59 | 14% |
| Returns for 5 years | -3.66 | 37.89 | -10% |
| Returns for 10 years | -0.97 | 71.66 | -1% |
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