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HEIFX vs RLBCX
HEIFX vs RLBCX Comparison
Open Charts HEIFX vs RLBCX
Hennessy Equity and Income Investor
Price$14.33
Change-$0.11 (-0.76%)
VolumeN/A
Net Assets56.09M
American Funds American Balanced R3
Price$35.08
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
HEIFX vs RLBCX Comparison Chart
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HEIFX vs. RLBCX commentary
Feb 23, 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 StrongBuy and RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 242B vs. HEIFX (56.1M). 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 : 8.85 vs. HEIFX (-0.22). RLBCX return over 5 years is better than : 28.37 vs. HEIFX (-4.08).
| HEIFX | RLBCX | HEIFX / RLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 3.168 | 2.844 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.1M | 242B | 0% |
| Annual Yield % from dividends | 0.57 | 1.98 | 29% |
| Returns for 1 year | -0.22 | 8.85 | -2% |
| Returns for 3 years | -6.12 | 16.79 | -36% |
| Returns for 5 years | -4.08 | 28.37 | -14% |
| Returns for 10 years | -10.15 | 50.06 | -20% |
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