HEIFX
Price
$13.80
Change
-$0.01 (-0.07%)
Updated
Dec 8, 6:59 PM EST
RLBBX
Price
$30.90
Change
+$0.05 (+0.16%)
Updated
Dec 8, 6:59 PM EST
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HEIFX vs RLBBX ᐉ Comparison: Which is Better to Invest?

Header iconHEIFX vs RLBBX Comparison
Open Charts HEIFX vs RLBBXBanner chart's image
Hennessy Equity and Income Investor
Price$13.80
Change-$0.01 (-0.07%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2
Price$30.90
Change+$0.05 (+0.16%)
VolumeN/A
CapitalizationN/A
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HEIFX vs RLBBX Comparison Chart

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VS
HEIFX vs. RLBBX commentary
Dec 11, 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 RLBBX is a Buy.

FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 204B vs. HEIFX (69.4M). RLBBX pays higher dividends than HEIFX: RLBBX (0.85) vs HEIFX (0.65). HEIFX was incepted earlier than RLBBX: HEIFX (22 years) vs RLBBX (22 years). HEIFX (1.58) is less costly to investors than RLBBX (1.34). RLBBX is a more actively managed with annual turnover of: 52.00 vs. HEIFX (15.00). 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 : 6.73 vs. HEIFX (-2.49). RLBBX return over 5 years is better than : 20.29 vs. HEIFX (-0.15).
HEIFXRLBBXHEIFX / RLBBX
Total Expense Ratio1.581.34118%
Annual Report Gross Expense Ratio1.581.34118%
Fund Existence22 years22 years-
Gain YTD-1.0548.718-12%
Front LoadN/AN/A-
Min. Initial Investment25002501,000%
Min. Initial Investment IRA250N/A-
Net Assets69.4M204B0%
Annual Yield % from dividends0.650.8577%
Returns for 1 year-2.496.73-37%
Returns for 3 years-8.752.87-305%
Returns for 5 years-0.1520.29-1%
Returns for 10 years-4.2135.40-12%
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