HEIFX
Price
$13.89
Change
-$0.26 (-1.84%)
Updated
Dec 18 closing price
RLBCX
Price
$34.04
Change
-$0.82 (-2.35%)
Updated
Dec 18 closing price
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HEIFX vs RLBCX

Header iconHEIFX vs RLBCX Comparison
Open Charts HEIFX vs RLBCXBanner chart's image
Hennessy Equity and Income Investor
Price$13.89
Change-$0.26 (-1.84%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R3
Price$34.04
Change-$0.82 (-2.35%)
VolumeN/A
CapitalizationN/A
HEIFX vs RLBCX Comparison Chart
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HEIFX vs. RLBCX commentary
Dec 19, 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 RLBCX is a StrongBuy.

FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 241B vs. HEIFX (58.8M). RLBCX pays higher dividends than HEIFX: RLBCX (1.98) vs HEIFX (0.57). HEIFX was incepted earlier than RLBCX: HEIFX (23 years) vs RLBCX (23 years). RLBCX is a more actively managed with annual turnover of: 171.00 vs. HEIFX (11.00). RLBCX has a lower initial minimum investment than HEIFX: RLBCX (250) vs HEIFX (2500). RLBCX annual gain was more profitable for investors over the last year : 12.29 vs. HEIFX (0.73). RLBCX return over 5 years is better than : 31.08 vs. HEIFX (-3.59).
HEIFXRLBCXHEIFX / RLBCX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence23 years23 years-
Gain YTD0.51611.2965%
Front LoadN/AN/A-
Min. Initial Investment25002501,000%
Min. Initial Investment IRAN/AN/A-
Net Assets58.8M241B0%
Annual Yield % from dividends0.571.9829%
Returns for 1 year0.7312.296%
Returns for 3 years-13.6811.08-123%
Returns for 5 years-3.5931.08-12%
Returns for 10 years-9.4744.10-21%
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