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HEIFX vs RLBCX
HEIFX vs RLBCX Comparison
Open Charts HEIFX vs RLBCX
Hennessy Equity and Income Investor
Price$15.45
Change-$0.10 (-0.64%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R3
Price$35.91
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
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HEIFX vs RLBCX Comparison Chart
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HEIFX vs. RLBCX commentary
Sep 21, 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 StrongBuy and RLBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 236B vs. HEIFX (60.9M). RLBCX pays higher dividends than HEIFX: RLBCX (1.98) vs HEIFX (0.57). HEIFX was incepted earlier than RLBCX: HEIFX (23 years) vs RLBCX (22 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 : 20.61 vs. HEIFX (4.44). RLBCX return over 5 years is better than : 35.84 vs. HEIFX (2.34).
| HEIFX | RLBCX | HEIFX / RLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | 9.605 | 12.512 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.9M | 236B | 0% |
| Annual Yield % from dividends | 0.57 | 1.98 | 29% |
| Returns for 1 year | 4.44 | 20.61 | 22% |
| Returns for 3 years | -8.11 | 11.61 | -70% |
| Returns for 5 years | 2.34 | 35.84 | 7% |
| Returns for 10 years | -1.71 | 48.28 | -4% |
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