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HEIFX vs RLBCX
HEIFX vs RLBCX Comparison
Open Charts HEIFX vs RLBCX
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).
| 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 | 0.516 | 11.296 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.8M | 241B | 0% |
| Annual Yield % from dividends | 0.57 | 1.98 | 29% |
| Returns for 1 year | 0.73 | 12.29 | 6% |
| Returns for 3 years | -13.68 | 11.08 | -123% |
| Returns for 5 years | -3.59 | 31.08 | -12% |
| Returns for 10 years | -9.47 | 44.10 | -21% |
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