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HEIFX vs RLBBX
HEIFX vs RLBBX Comparison
Open Charts HEIFX vs RLBBX
Hennessy Equity and Income Investor
Price$14.60
Change+$0.07 (+0.48%)
VolumeN/A
Net Assets45.15M
American Funds American Balanced R2
Price$38.66
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.37B
HEIFX vs RLBBX Comparison Chart in %
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HEIFX vs. RLBBX commentary
Oct 18, 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 Hold and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 265B vs. HEIFX (45.1M). RLBBX pays higher dividends than HEIFX: RLBBX (1.11) vs HEIFX (0.43). 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 : 7.84 vs. HEIFX (-7.05). RLBBX return over 5 years is better than : 37.69 vs. HEIFX (-5.31).
| 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 | 5.017 | 13.938 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.1M | 265B | 0% |
| Annual Yield % from dividends | 0.43 | 1.11 | 39% |
| Returns for 1 year | -7.05 | 7.84 | -90% |
| Returns for 3 years | 7.77 | 47.43 | 16% |
| Returns for 5 years | -5.31 | 37.69 | -14% |
| Returns for 10 years | -3.08 | 67.64 | -5% |
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