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HEIFX vs RLBCX
HEIFX vs RLBCX Comparison
Open Charts HEIFX vs RLBCX
Hennessy Equity and Income Investor
Price$14.79
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets46.6M
American Funds American Balanced R3
Price$38.77
Change+$0.06 (+0.15%)
VolumeN/A
Net Assets265.73B
HEIFX vs RLBCX Comparison Chart in %
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HEIFX vs. RLBCX commentary
Oct 07, 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 266B vs. HEIFX (46.6M). RLBCX pays higher dividends than HEIFX: RLBCX (1.49) vs HEIFX (0.43). HEIFX was incepted earlier than RLBCX: HEIFX (24 years) vs RLBCX (23 years). HEIFX (1.55) is less costly to investors than RLBCX (0.89). RLBCX is a more actively managed with annual turnover of: 44.00 vs. HEIFX (16.00). 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 : 9.24 vs. HEIFX (-3.55). RLBCX return over 5 years is better than : 41.76 vs. HEIFX (-2.50).
| HEIFX | RLBCX | HEIFX / RLBCX | |
| Total Expense Ratio | 1.55 | 0.89 | 174% |
| Annual Report Gross Expense Ratio | 1.55 | 0.89 | 174% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 6.896 | 14.423 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.6M | 266B | 0% |
| Annual Yield % from dividends | 0.43 | 1.49 | 29% |
| Returns for 1 year | -3.55 | 9.24 | -38% |
| Returns for 3 years | 10.58 | 50.17 | 21% |
| Returns for 5 years | -2.50 | 41.76 | -6% |
| Returns for 10 years | -1.16 | 73.69 | -2% |
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